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Original filing (PDF)20231016163028NAL0038509361001
CUSO FINANCIAL SERVICES, L.P.
Form 5500
FILING_RECEIVED
ATRIA WEALTH SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
575
Accounts w/ balance
755
Plan assets (EOY)
$43.0M
Net assets (EOY)
$42.9M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUSO FINANCIAL SERVICES, L.P..
Plan sponsor
Name
CUSO FINANCIAL SERVICES, L.P.
EIN
33-0731851
Address
10150 MEANLEY DRIVE, FIRST FLOOR · SAN DIEGO, CA · 92131
Phone
(858) 530-4400
Industry
Finance & Insurancesee all
Plan administrator
Name
ACH RETIREMENT PLAN CONSULTANTS INC
EIN
45-3763537
City
TUCSON, AZ
Phone
(520) 751-9403
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LUDWIG KLEWER & RUDNER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $2K | — |
| ACH RETIREMENT PLAN CONSULTANTS, IN | 45-3763537 | — | NONE | $450 | — |
Investments
2 pooled funds· $363.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PREMIER TRUST FUND FOR QUALIFIED EM AMERICAN TRUST COMPANY · EIN 61-1549435 / PN 001 | Common Collective Trust | $361.2M | 840.8% |
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | $2.4M | 5.6% |
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