How big is Deluca Planning's plan?

Deluca Planning's plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20250717152212NAL0000882258001

Deluca Planning

Name: Deluca Planning — Deluca Planning 401(k) Profit, Form 5500 (2024)
Creator: Deluca Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Deluca Planning 401(k) Profit Sharing Plan

401(k) retirement plan · Deluca Planning's Deluca Planning 401(k) Profit Sharing Plan held $2.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Deluca Planning's EIN is 06-1377280.

EIN 06-1377280

Plan number 001

Plan year 2024

ACK ID 20250717152212NAL0000882258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Deluca Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Deluca Planning's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELUCA PLANNING.

Finding similar companies…

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

Vendor & structure

100

Helping the score