Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. Atria Wealth Solutions 401(k) Plan · all filings | NEW YORK, NY | Other service providers | 599 | $57.0M | $8K | $0 |
| CUSO Financial Services, L.P. Atria Wealth Solutions 401(k) Plan · all filings | SAN DIEGO, CA | Other service providers | 575 | $43.0M | $450 | $0 |