Atria Wealth Solutions 401(k) Plan
Sponsored by Atria Wealth Solutions, Inc. · EIN 825185377 · Plan #001
- Total assets
- $57.0M
- Net assets
- $57.0M
- Active participants
- 599
- With balances
- 832
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Recordkeeping, Custodial (other), Custodial (securities) | $9,860 |
| Ach Retirement Plan Consultants, In | Plan administrator, Recordkeeping | $8,480 |