Eric L. Hughes signed Atria Wealth Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atria Wealth Solutions, Inc.'s EIN is 82-5185377.
Download the official 2024 Form 5500 (PDF) for Atria Wealth Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atria Wealth Solutions, Inc.'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 | $10K | — |
| ACH RETIREMENT PLAN CONSULTANTS, IN | 45-3763537 | — | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $56.4M | 99.0% | |
| AT US Large Cap Index - R1 | Common Collective Trusts | — | — | $9.6M | 16.9% | |
| Self-Directed Brokerage Account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $4.7M | 8.3% | |
| AT LifeStyle Moderate Aggressive R1 | Common Collective Trusts | — | — | $4.1M | 7.2% | |
| At LifeStyle Agressive - R1 | Common Collective Trusts | — | — | $4.0M | 7.1% | |
| AT Large Cap Opportunities (Smith G | Common Collective Trusts | — | — | $4.0M | 6.9% | |
| AT Large Cap Disciplined Growth R1 | Common Collective Trusts | — | — | $3.8M | 6.6% | |
| AT Large Cap Disciplined Value - R1 | Common Collective Trusts | — | — | $3.7M | 6.5% | |
| AT LifeStyle Moderately Conservativ | Common Collective Trusts | — | — | $2.5M | 4.4% | |
| At SMID Diversified Growth (Frontie | Common Collective Trusts | — | — | $2.2M | 3.9% | |
| American Trust Stable Value II R1 | Common Collective Trusts | — | — | $2.0M | 3.4% | |
| AT DFA U,S, Core Equity I - R1 | Common Collective Trusts | — | — | $1.9M | 3.4% | |
| AT SMID Value (AllianceBernstein)R1 | Common Collective Trusts | — | — | $1.7M | 3.0% | |
| AT US Small Cap Index - R1 | Common Collective Trusts | — | — | $1.4M | 2.5% | |
| AT Vanguard Target Retirement 2030 | Common Collective Trusts | — | — | $1.4M | 2.4% | |
| AT International Disciplined Value | Common Collective Trusts | — | — | $1.3M | 2.3% | |
| AT Global Infrastructure R1 | Common Collective Trusts | — | — | $1.0M | 1.8% | |
| AT International Equity Index R1 | Common Collective Trusts | — | — | $952K | 1.7% | |
| AT Vanguard Target Retirement 2050 | Common Collective Trusts | — | — | $814K | 1.4% | |
| AT LifeStyle Moderate | Common Collective Trusts | — | — | $804K | 1.4% | |
| AT Core Disciplined Bond R1 | Common Collective Trusts | — | — | $784K | 1.4% | |
| AT LifeStyle Conservative - R1 | Common Collective Trusts | — | — | $763K | 1.3% | |
| AT Vanguard Target Retirement 2040 | Common Collective Trusts | — | — | $751K | 1.3% | |
| AT Vanguard Target Retirement 2060 | Common Collective Trusts | — | — | $691K | 1.2% | |
| AT Vanguard Target Retirement 2020 | Common Collective Trusts | — | — | $625K | 1.1% | |
| AT US Government Securities | Common Collective Trusts | — | — | $444K | 0.8% | |
| AT Vanguard Target Retirement 2070 | Common Collective Trusts | — | — | $400K | 0.7% | |
| At Vanguard Retirement Income | Common Collective Trusts | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
