Cuso Financial Services, L.P.401(k)
ATRIA WEALTH SOLUTIONS 401(K) PLAN · SAN DIEGO, CA · plan year 2022
Cuso Financial Services, L.P.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $42,949,328 across 755 participant accounts, with employer contributions averaging $2,483 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,013th-largest of 9,483 plans among California employers on file, and the 1,867th of 4,798 in finance & insurance. In 2022, employees put in $3.17 for every $1.00 the employer contributed.
Cuso Financial Services, L.P.'s 2022 employer contribution ran above the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 330731851 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.