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Original filing (PDF)20250612085521NAL0016326033001
DELTA ELECTRONICS MFG CORP.
Form 5500
FILING_RECEIVED
DELTA ELECTRONICS MFG CORP. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
145
Accounts w/ balance
186
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA ELECTRONICS MFG CORP..
Plan sponsor
Name
DELTA ELECTRONICS MFG CORP.
EIN
04-2204201
Address
416 CABOT STREET · BEVERLY, MA · 01915
Phone
(978) 927-1060
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-12
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $17K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | SERVICE PROVIDER | $5K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $1K | — |
Investments
26 direct securities · 1 pooled fund· $8.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.1M
26 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund " | — | — | — | $1.9M | 23.1% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $1.5M | 18.1% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $1.2M | 14.5% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $868K | 10.6% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $545K | 6.7% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $393K | 4.8% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $274K | 3.4% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $218K | 2.7% | |
| Vanguard Federal Money Market Fund " | — | — | — | $199K | 2.4% | |
| Fidelity 500 Index Fund " | — | — | — | $193K | 2.4% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $160K | 2.0% | |
| American Funds The Bond Fund of America Fund Mutual fund | — | — | — | $126K | 1.5% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $121K | 1.5% | |
| MFS Growth Fund " | — | — | — | $113K | 1.4% | |
| Vanguard Developed Markets Index Fund " | — | — | — | $66K | 0.8% | |
| American Funds New World Fund " | — | — | — | $49K | 0.6% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $39K | 0.5% | |
| PGIM Jennison Small Company Fund " ** 384 PIMCO Income Fund " | — | — | — | $35K | 0.4% | |
| Vanguard Small Cap Index Fund " | — | — | — | $26K | 0.3% | |
| BlackRock Inflation Protected Bond Fund " | — | — | — | $25K | 0.3% | |
| Vanguard Mid-Cap Index Fund " | — | — | — | $23K | 0.3% | |
| Vanguard Real Estate Index Fund " | — | — | — | $15K | 0.2% | |
| Janus Henderson Enterprise Fund " | — | — | — | $11K | 0.1% | |
| DFA U.S. Small Cap Value Portfolio Fund " | — | — | — | $6K | <0.1% | |
| Invesco Diversified Dividend Fund " | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $3K | <0.1% | |
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $0 | <0.1% |
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