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Original filing (PDF)20250718095400NAL0001470561001
DELTA ELECTRICAL INCORPORATED
Form 5500
FILING_RECEIVED
DELTA ELECTRICAL 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
97
Accounts w/ balance
116
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "party of interest, collateral, par or maturity value (d) Cost (e) Current value AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G" is 50% of plan.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA ELECTRICAL INCORPORATED.
Plan sponsor
Name
DELTA ELECTRICAL INCORPORATED
EIN
11-3783961
Address
117 N. CONALCO DR. · JACKSON, TN · 38301
Phone
(731) 230-3250
Industry
Electrical Contractors· Constructionsee all
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
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ATA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | RECORDKEEPER | $700 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MGMT | 36-3429599 | — | 3(21) FIDUCIARY | $737 | — |
Investments
25 direct securities · 1 pooled fund· $10.2M(100% 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
$5.1M
25 holdings
Pooled Separate Account
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS LIFE INSUR CORP SEP ACCT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $5.1M | 99.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $1.1M | 20.9% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $1.0M | 19.9% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $593K | 11.6% | |
| T. Rowe Price T. Rowe Price Target Retirement 2060 | — | — | — | $582K | 11.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $430K | 8.4% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $349K | 6.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $161K | 3.1% | |
| Vanguard Lifestrategy Growth | — | — | — | $153K | 3.0% | |
| JP Morgan JPMorgan U.S. Equity Fund | — | — | — | $108K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $100K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $99K | 1.9% | |
| Vanguard Strategic Equity | — | — | — | $68K | 1.3% | |
| T. Rowe Price T. Rowe Price Balanced Fund 198 * Fidelity Low-Priced Stock | — | — | — | $63K | 1.2% | |
| T. Rowe Price T. Rowe Price Value Fund | — | — | — | $59K | 1.2% | |
| Vanguard 500 Index | — | — | — | $55K | 1.1% | |
| Ameritas Life Insurance Corp Guaranteed Investment Contract | — | — | — | $43K | 0.8% | |
| Allspring Special Small Cap Value Fund | — | — | — | $33K | 0.6% | |
| Vanguard Life Strategy Conservative Growth 198 * JP Morgan JP Morgan Large Cap Growth Fund, R6 | — | — | — | $28K | 0.6% | |
| Vanguard Real Estate Index Fund | — | — | — | $23K | 0.5% | |
| COLLARTERAL, PAR OR MATURITY VALUE Pooled separate accounts * T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $23K | 0.4% | |
| Fidelity VIP Government Money Market | — | — | — | $21K | 0.4% | |
| BNY Mellon BNY Mellon Natural Resources Fund | — | — | — | $14K | 0.3% | |
| Vanguard Small Cap Index | — | — | — | $11K | 0.2% | |
| Vanguard Inflation-Protected Securities | — | — | — | $3K | <0.1% | |
| Vanguard Developed Markets Index, Admiral Shares | — | — | — | $2K | <0.1% |
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