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Original filing (PDF)20240415115210NAL0001367043001
DELOITTE LLP
Form 5500
FILING_RECEIVED
DELOITTE 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
79,673
Accounts w/ balance
107,026
Plan assets (EOY)
$11.0B
Net assets (EOY)
$11.0B
How this plan invests
This plan
25 collective trusts
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)
88
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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
268
Plan year
2022
Plan year begin
2022-05-29
Tax period
2023-06-03
Filed
2024-04-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $4.2M | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $2.8M | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $132K | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $82K | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $1K | — |
Investments
25 pooled funds· $8.3B(75% 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 |
|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | $1.2B | 10.5% |
| TARGET RETIREMENT 2045 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | $847.3M | 7.7% |
| TARGET RETIREMENT 2050 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | $801.2M | 7.3% |
| VFTC INSTL TOT STK MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | $695.0M | 6.3% |
| TARGET RETIREMENT 2055 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | $657.2M | 6.0% |
| TARGET RETIREMENT 2035 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | $644.5M | 5.9% |
| TARGET RETIREMENT 2040 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | $571.7M | 5.2% |
| VANGUARD INST TOT INTL ST MT IX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-0000000 / PN 000 | Common Collective Trust | $524.5M | 4.8% |
| VFTC INST TOT BD MKT IX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | $392.5M | 3.6% |
| TARGET RETIREMENT 2060 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | $385.0M | 3.5% |
| TARGET RETIREMENT 2030 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | $345.0M | 3.1% |
| TARGET RETIREMENT 2025 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | $315.6M | 2.9% |
| T. ROWE PRICE BLUE CHIP GRWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | $270.7M | 2.5% |
| VANGUARD RETIREMENT SVGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 023 | Common Collective Trust | $142.7M | 1.3% |
| VANGUARD FIDUCIARY TR CO DEV MKT TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 86-6632044 / PN 001 | Common Collective Trust | $115.1M | 1.0% |
| TARGET RETIREMENT INCOME TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | $112.5M | 1.0% |
| TARGET RETIREMENT 2020 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | $86.5M | 0.8% |
| TARGET RETIREMENT 2065 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | $80.5M | 0.7% |
| EMERGING MARKETS EQUITY TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | $40.3M | 0.4% |
| PRUDENTIAL CORE PLUS BD15 PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 165 | Common Collective Trust | $28.2M | 0.3% |
| TRP INTL SMALL-CAP EQ TR T. ROWE PRICE TRUST COMPANY · EIN 36-7612285 / PN 001 | Common Collective Trust | $25.7M | 0.2% |
| T. ROWE PRICE INTERNATIONAL CORE EQ T. ROWE PRICE TRUST COMPANY · EIN 32-6200430 / PN 001 | Common Collective Trust | $22.8M | 0.2% |
| WILMINGTON TR CIT DH LARGE CAP PFAB WILMINGTON TRUST, N.A. · EIN 20-4705609 / PN 059 | Common Collective Trust | $5.5M | <0.1% |
| TARGET RETIREMENT 2070 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | $801K | <0.1% |
| TARGET RETIREMENT 2015 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6555815 / PN 001 | Common Collective Trust | $0 | <0.1% |