Eric L. Hughes signed CUSO Financial Services, L.P.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CUSO Financial Services, L.P.'s EIN is 33-0731851.
Download the official 2022 Form 5500 (PDF) for CUSO Financial Services, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)CUSO Financial Services, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $2K | — |
| ACH RETIREMENT PLAN CONSULTANTS, IN | 45-3763537 | — | NONE | $450 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PREMIER TRUST FUND FOR QUALIFIED EM AMERICAN TRUST COMPANY · EIN 61-1549435 / PN 001 | Common Collective Trust | — | — | $361.2M | 840.8% | |
| [Assets held in common collective trust] | Other | — | — | $38.6M | 89.9% | |
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.6% | |
| [Assets held in common stock] | Other | — | — | $1.7M | 3.9% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.4M | 3.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $816K | 1.9% | |
| [Assets held in participant loans] | Other | — | — | $407K | 0.9% |
