OpenERISA

Cuso Financial Services, L.P.

San Diego, CA, 92131

EIN 33-0731851
Plans
2
Total participants
2,072
Filing years
2022, 2021, 2020
NAICS
523120
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2022Form 5500001Atria Wealth Solutions 401(K) Plan575
2021Form 5500001Atria Wealth Solutions 401(K) Plan513
2020Form 5500001Atria Wealth Solutions 401(K) Plan524
2020Form 5500501Cuso Financial Services, L.P. Welfare Benefits Plan460

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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