Department of Labor filing

ATRIA WEALTH SOLUTIONS, INC.

ATRIA WEALTH SOLUTIONS 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

$2,247

Reported employer contributions per active participant.

Higher than about 14% of comparable plans

#People in the filing

599

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$0 / participant

Reported administrative expense—not every fee an employee may pay.

↗Investment performance

Not available

Plan assets changed 16.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions14th percentileTypical peer $5,480 · based on 127 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $80 · based on 123 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ATRIA WEALTH SOLUTIONS, INC. reported $1,345,965 in employer contributions across the plan and 599 active participants. That works out to $2,247 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendNot enough history

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,345,965
Participant contributions: $5,137,484
Other contributions: $817,712
Employer share of reported contributions: 20.8%
Beginning assets: $48,944,354
Ending assets: $57,044,274
Ending net assets: $57,043,712
Ending liabilities: $562
Total income: $15,642,411
Total expenses: $7,532,639
Administrative expenses: $0
Participant loans: $597,648

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2023

$2,229

2024

$2,247

Plan-paid administrative expenses per participant

2023

2024

Active participants

2023

626

2024

599

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,247	599	57M	20251015205610NAL0011508882001
2023	$2,229	626	48.9M	20241015203351NAL0030868337001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 825185377-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1999
Industry: Finance and insurance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2S2T3D3H

Current plan terms

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Filing ACK_ID20251015205610NAL0011508882001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗