ATRIA WEALTH SOLUTIONS 401(K) PLAN

[ EIN: 33-0731851 | Plan No. 001 ]

Form 5500 filing classifies ATRIA WEALTH SOLUTIONS 401(K) PLAN as a 401(k) plan, sponsored by CUSO FINANCIAL SERVICES, L.P.. The plan is a Large Plan with 806 participants and total assets of $42,959,513 reported for the 2022 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: CUSO FINANCIAL SERVICES, L.P.

Location: 10150 MEANLEY DRIVE, FIRST FLOOR, SAN DIEGO, CA 92131

EIN: 330731851

Plan Number: 001

Plan Year: 2022

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 806

Total Assets: $42,959,513

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