Cuso Financial Services, L.P.

Form 5500

CUSO FINANCIAL SERVICES, L.P.

10150 Meanley Drive, First Floor, San Diego, Ca 92131 (858) 530-4400 EIN:33-0731851 Plan Admin:Ach Retirement Plan Consultants Inc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameATRIA WEALTH SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY731 / 806 Assets BOY/EOY$49,517,248 / $42,959,513	2022	ATRIA WEALTH SOLUTIONS 401(K) PLAN - Plan #001	731 / 806	$49,517,248 / $42,959,513
2021	Plan NameATRIA WEALTH SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY686 / 710 Assets BOY/EOY$44,770,387 / $49,517,248	2021	ATRIA WEALTH SOLUTIONS 401(K) PLAN - Plan #001	686 / 710	$44,770,387 / $49,517,248
2020	Plan NameATRIA WEALTH SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY672 / 686 Assets BOY/EOY$33,942,067 / $44,770,387	2020	ATRIA WEALTH SOLUTIONS 401(K) PLAN - Plan #001	672 / 686	$33,942,067 / $44,770,387
2020	Plan NameCUSO FINANCIAL SERVICES, L.P. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY401 / 0 Assets BOY/EOY$0 / $0	2020	CUSO FINANCIAL SERVICES, L.P. WELFARE BENEFITS PLAN - Plan #501	401 / 0	$0 / $0
2019	Plan NameATRIA WEALTH SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY612 / 672 Assets BOY/EOY$23,026,615 / $33,942,067	2019	ATRIA WEALTH SOLUTIONS 401(K) PLAN - Plan #001	612 / 672	$23,026,615 / $33,942,067
2019	Plan NameCUSO FINANCIAL SERVICES, L.P. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY234 / 0 Assets BOY/EOY$0 / $0	2019	CUSO FINANCIAL SERVICES, L.P. WELFARE BENEFITS PLAN - Plan #501	234 / 0	$0 / $0