How big is Deltec Asset Management LLC's plan?

Deltec Asset Management LLC's plan reported $19.0M in assets and 15 participants for 2024.

Original filing (PDF)20250529122746NAL0014083680001

Deltec Asset Management LLC

Name: Deltec Asset Management LLC — Deltec Asset Mgmt, Form 5500 (2024)
Creator: Deltec Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Deltec Asset Mgmt 401(k) Plan

401(k) retirement plan · Deltec Asset Management LLC's Deltec Asset Mgmt 401(k) Plan held $19.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.0M

Net assets (EOY)

$19.0M

People on this filing

Denise Vitti signed Deltec Asset Management LLC's 2024 Form 5500 as plan administrator.

Denise Vitti — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Deltec Asset Management LLC's EIN is 13-4113414.

EIN 13-4113414

Plan number 002

Plan year 2024

ACK ID 20250529122746NAL0014083680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Deltec Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Deltec Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELTEC ASSET MANAGEMENT LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

DELTEC ASSET MANAGEMENT LLC

EIN

all filings

Address

530 FIFTH AVE 17TH FLOOR · NEW YORK, NY · 10036

Phone

(212) 546-6200

Industry

Finance & Insurance

Plan administrator