Atria Wealth Solutions, INC.
New York, NY, 10017
- Plans
- 2
- Total participants
- 3,593
- Filing years
- 2024, 2023, 2022, 2021
- NAICS
- 523120
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Atria Wealth Solutions 401(K) Plan | 599 |
| 2024 | Form 5500 | 501 | Atria Wealth Solutions Welfare Benefits Plan | 612 |
| 2023 | Form 5500 | 001 | Atria Wealth Solutions 401(K) Plan | 626 |
| 2023 | Form 5500 | 501 | Atria Wealth Solutions Welfare Benefits Plan | 637 |
| 2022 | Form 5500 | 501 | Atria Wealth Solutions Welfare Benefits Plan | 579 |
| 2021 | Form 5500 | 501 | Atria Wealth Solutions Welfare Benefits Plan | 540 |
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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