Search public Form 5500 filings

Plans

• planAtria Wealth Solutions 401(K) PlanFinancial statementProvider compensation2023 filing
  Sponsor: Atria Wealth Solutions, Inc.EIN: 82-5185377Plan: 001Participants: 867Assets: $48,944,354Location: New York, NYLatest: 2023
• planAtria Wealth Solutions Welfare Benefits Plan2023 filing
  Sponsor: Atria Wealth SolutionsEIN: 82-5185377Plan: 501Participants: 683Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023