· 2022–2024 · DOL EFAST2

Delta Capital Management LLC — Delta Capital, Form 5500 (2024)

Original filing (PDF)20250709092618NAL0005526833001

Delta Capital Management LLC

Form 5500-SF

FILING_RECEIVED

Delta Capital Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Delta Capital Management LLC's Delta Capital Management LLC 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 7 participants in 2024.

Active participants

7

Accounts w/ balance

9

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

70

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELTA CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

DELTA CAPITAL MANAGEMENT LLC

EIN

02-0699409all filings

Address

698 N MAITLAND AVE · MAITLAND, FL · 327514407

Phone

(407) 422-2423

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Lincoln Park Capital, LLC

Lincoln Park Capital LLC 401(k) Plan

$1.1M · 6 participants

Venbio Partners LLC

Venbio Partners LLC 401(k) Plan

$1.1M · 7 participants

Granitearch Wealth Management, LLC

Granitearch Wealth Management 401(k) Plan

$1.1M · 5 participants

Hanstad Wealth Management

Hanstad Wealth Management 401(k) Plan

$1.1M · 3 participants

Amplify Administration Inc.

Amplify 401(k) Retirement Plan

$1.1M · 41 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.