Kevin Delucia signed Delaware Park Management Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delaware Park Management Company, LLC's EIN is 11-3790086.
Download the official 2024 Form 5500 (PDF) for Delaware Park Management Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delaware Park Management Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHMERE CAPITAL MANAGEMENT LLC | — | WAYNE, PA | INVESTMENT ADVISOR | $64K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Large Cap Index A 63,629 units | Other securities | — | $64K | $3.7M | 8.7% | |
| T. Rowe Price Blue Chip Growth Adv 19,596 units | Other securities | — | $20K | $3.5M | 8.3% | |
| American Funds Growth Fund of America R4 45,212 units | Mutual Funds | — | $45K | $3.3M | 7.8% | |
| Janus Henderson Enterprise Fund S 23,106 units | Mutual Funds | — | $23K | $3.1M | 7.2% | |
| American Funds Fundamental Investors Fund R4 35,695 units | Mutual Funds | — | $36K | $2.9M | 6.7% | |
| American Funds 2025 Target Date Fund 172,023 units | Mutual Funds | — | $172K | $2.6M | 6.1% | |
| American Funds 2035 Target Date Fund 123,625 units | Mutual Funds | — | $124K | $2.3M | 5.5% | |
| Franklin Small Cap Value Fund A 37,808 units | Mutual Funds | — | $38K | $2.1M | 5.0% | |
| EB MAGIC 75 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | $130K | $2.0M | 4.6% | |
| Columbia Mid Cap Index A 121,016 units | Other securities | — | $121K | $1.8M | 4.1% | |
| American Funds 2030 Target Date Fund 101,653 units | Mutual Funds | — | $102K | $1.7M | 4.1% | |
| American Funds 2020 Target Date Fund 125,045 units | Mutual Funds | — | $125K | $1.7M | 3.9% | |
| American Funds American Balanced Fund 44,508 units | Mutual Funds | — | $45K | $1.5M | 3.6% | |
| American Funds EuroPacific Growth Fund R4 28,775 units | Mutual Funds | — | $29K | $1.5M | 3.5% | |
| American Funds 2040 Target Date Fund 56,919 units | Mutual Funds | — | $57K | $1.2M | 2.7% | |
| American Funds Income Fund of America R4 40,859 units | Mutual Funds | — | $41K | $995K | 2.3% | |
| American Funds US Government Securities Fund R4 75,531 units | Mutual Funds | — | $76K | $887K | 2.1% | |
| American Funds 2045 Target Date Fund 37,382 units | Mutual Funds | — | $37K | $785K | 1.8% | |
| American Funds 2015 Target Date Fund 46,610 units | Mutual Funds | — | $47K | $570K | 1.3% | |
| American Funds 2050 Target Date Fund 25,552 units | Mutual Funds | — | $26K | $529K | 1.2% | |
| Notes receivable from participants Notes from participants (interest ranging from 3.25% to 8.50%) | Bonds / Notes | — | — | $412K | 1.0% | |
| American Funds 2055 Target Date Fund 9,490 units | Mutual Funds | — | $9K | $247K | 0.6% | |
| American Funds Washington Mutual Fund R4 3,990 units | Mutual Funds | — | $4K | $244K | 0.6% | |
| s * American Funds 2010 Target Date Fund 18,882 units | Mutual Funds | — | $19K | $219K | 0.5% | |
| American Funds New World Fund R4 2,696 units | Mutual Funds | — | $3K | $206K | 0.5% | |
| TD Ameritrade SDBAs Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $176K | 0.4% | |
| Columbia Small Cap Index A 6,877 units | Other securities | — | $7K | $156K | 0.4% | |
| American Funds 2060 Target Date Fund 7,468 units | Mutual Funds | — | $7K | $133K | 0.3% | |
| Pimco Real Return Fund A 11,428 units | Mutual Funds | — | $11K | $114K | 0.3% | |
| T. Rowe Price Real Estate Advisor 6,673 units | Other securities | — | $7K | $80K | 0.2% | |
| American Funds 2065 Target Date Fund 3,616 units | Mutual Funds | — | $4K | $63K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAWARE PARK MANAGEMENT COMPANY LL | — | WILMINGTON, DE | OTHER | $23K | — |
