Delta Modtech 401(k) Plan
Sponsored by Delta Industrial, Inc. D/B/A Delta Modtech · EIN 411308319 · Plan #001
- Total assets
- $44.4M
- Net assets
- $44.4M
- Active participants
- 242
- With balances
- 299
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Keystone Wealth Advisors, Llc CRD 317823 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Keystone Wealth Advisors Inc | Investment advisory (plan) | $91,248 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,630 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $6,964 |
| Boyum Barenscheer | Accounting | $6,650 |