Atria Wealth Solutions
Plan context: Atria Wealth Solutions 401(K) Plan
EIN 82-5185377 • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
612
2024 Assets
$57,044,274
2024 Contributions
$7,301,161
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 612 | $57,044,274 | $7,301,161 | $11,930iApproximate average salary by contribution assumption: employee only about $298,250 at 4% or $198,833 at 6%; with 50% employer match about $198,833 at 4% or $132,556 at 6%; with 100% employer match about $149,125 at 4% or $99,417 at 6%. |
| Atria Wealth Solutions 401(K) Plan | - | 599 | $57,044,274 | $7,301,161 | $12,189iApproximate average salary by contribution assumption: employee only about $304,723 at 4% or $203,149 at 6%; with 50% employer match about $203,149 at 4% or $135,432 at 6%; with 100% employer match about $152,361 at 4% or $101,574 at 6%. |
| Atria Wealth Solutions Welfare Benefits Plan | - | 612 | - | - | - |
| 2023 | 2 | 637 | $48,944,354 | $6,634,549 | $10,415iApproximate average salary by contribution assumption: employee only about $260,383 at 4% or $173,588 at 6%; with 50% employer match about $173,588 at 4% or $115,726 at 6%; with 100% employer match about $130,191 at 4% or $86,794 at 6%. |
| Atria Wealth Solutions 401(K) Plan | - | 626 | $48,944,354 | $6,634,549 | $10,598iApproximate average salary by contribution assumption: employee only about $264,958 at 4% or $176,639 at 6%; with 50% employer match about $176,639 at 4% or $117,759 at 6%; with 100% employer match about $132,479 at 4% or $88,319 at 6%. |
| Atria Wealth Solutions Welfare Benefits Plan | - | 637 | - | - | - |
| 2022 | 1 | 579 | $0 | $0 | - |
| Atria Wealth Solutions Welfare Benefits Plan | - | 579 | - | - | - |
| 2021 | 1 | 540 | $0 | $0 | - |
| Atria Wealth Solutions Welfare Benefits Plan | - | 540 | - | - | - |