Back to filter
Original filing (PDF)20250804112107NAL0003346562001
DELTA GALIL USA, INC.
Form 5500
FILING_RECEIVED
WUNDIES ENTERPRISES, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~137 bps in Sched C fees
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Massachusetts Mutual Life Unallocated Insurance" is 100% of plan.
- 137 bps in Schedule C fees — 164% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA GALIL USA, INC..
Plan sponsor
Name
DELTA GALIL USA, INC.
EIN
13-3272568
Address
1601 SYCAMORE ROAD · MONTOURSVILLE, PA · 17754
Phone
(570) 567-1245
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
2025-08-04
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 47-2534181 | — | RECORDKEEPER | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DCS RETIRE, INC. | 93-3925318 | — | NONE | $23K | — |
Investments
1 direct security· $2.1M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Massachusetts Mutual Life Unallocated Insurance | — | — | $2.2M | $2.1M | 94.3% |