2023 Form 5500 filing — Atria Wealth Solutions 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015203351NAL0030868337001) for Atria Wealth Solutions 401(K) Plan, reported by Atria Wealth Solutions, Inc. under EIN 82-5185377 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$48.9MReported net assets$48,933,940
Participants867
Provider compensation$159.2K2 Schedule C row(s)$159,156
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015203351NAL0030868337001
- Plan sponsor
- Atria Wealth Solutions, Inc.
- EIN
- 82-5185377
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$48.9M total assets
Net assets$48.9MLiabilities$10.4K
Full reported line items
- Total assets (EOY)
- $48,944,354
- Total liabilities (EOY)
- $10,414
- Net assets (EOY)
- $48,933,940
- Employer contributions
- $1,395,184
- Participant contributions
- $4,890,815
- Total income / additions
- $14,178,436
- Benefits paid
- $8,193,824
- Administrative expenses
- $0
- Total expenses
- $8,193,824
- Net increase / (decrease)
- $5,984,612
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | NONE | $7,785 | $141,516 |
| Ach Retirement Plan Consultants, In | NONE | $9,855 | not reported in the loaded dataset |