Delegate Advisors LLC (EIN 27-2018413) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $2.6M in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Delegate Advisors LLC 401(k) Profit Sharing Plan & Trust | 001 | 12 | $2.6M |
27-2018413 is the Employer Identification Number (EIN) Delegate Advisors LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on North Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
