Delta Pooled Employer Plan
Sponsored by Delta Administrative Services, Llc · EIN 721488886 · Plan #333
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 1,041
- With balances
- 258
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $43,750 |
| Bks Financial Investments Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $9,919 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $2,537 |