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Original filing (PDF)20240415120339NAL0001734913001
DELOITTE LLP
Form 5500
FILING_RECEIVED
DELOITTE PENSION PLAN FOR INDEPENDENCE
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$618.5M
Net assets (EOY)
$618.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELOITTE LLP.
Plan sponsor
Name
DELOITTE LLP
EIN
13-5133500
Address
30 ROCKEFELLER PLAZA · NEW YORK, NY · 10112
Phone
(212) 489-1600
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Name
RETIREMENT COMMITTEE C/O STEPHANIE AEDER
EIN
13-2857038
City
NEW YORK, NY
Phone
(212) 489-1600
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-05-29
Tax period
2023-06-03
Filed
2024-04-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $618.5M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| DELOITTE LLP MASTER PENSION TRUST DELOITTE LLP · EIN 27-6445994 / PN 005 | Master Trust | $618.5M | 100.0% |
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