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Original filing (PDF)20251014143601NAL0001514835001
DELANEY TELECOM, INC.
Form 5500
FILING_RECEIVED
PENSION PLAN FOR BARGAINING UNIT EMPLOYEES OF NEXTIRAONE LLC
Defined-benefit pension plan
Signals · 1
42% in single holding
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$41.1M
Net assets (EOY)
$41.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
79
Total plan cost
80
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Principal/Multi-Manager Liability Driven Solution Cit I Common/collective trust" is 42% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELANEY TELECOM, INC..
Plan sponsor
Name
DELANEY TELECOM, INC.
EIN
23-2388066
Address
5219 MILITIA HILL ROAD · PLYMOUTH MEETING, PA · 19462
Phone
(724) 873-7095
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
KNAV CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | TRUSTEE | $139K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KNAV CPA LLP | 92-3540684 | — | AUDITOR | $11K | — |
Investments
4 direct securities · 12 pooled funds· $41.7M(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.
Common Collective Trust
$39.4M
12 holdings
Uncategorized
$2.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LIABILITY DRIVEN SOLUTION CIT I PRINCIPAL · EIN 30-6225619 / PN 001 | Common Collective Trust | — | $17.2M | $17.3M | 42.1% | |
| LIABILITY DRIVEN SOLUTION CIT II PRINCIPAL · EIN 80-6049172 / PN 001 | Common Collective Trust | — | $11.8M | $10.5M | 25.6% | |
| S&P 500 INDEX CIT N PRINCIPAL/ BLACKROCK · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $1.2M | $2.5M | 6.2% | |
| S&P MIDCAP INDEX CIT N PRINCIPAL/BLACKROCK · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $1.3M | $1.6M | 4.0% | |
| INTERNATIONAL EQTY INDEX CIT N PRINCIPAL / BLACKROCK · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $583K | $975K | 2.4% | |
| INSTITUTIONAL LCG MGD CIT N PRINCIPAL / T ROWE PRICE · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $379K | $973K | 2.4% | |
| VALUE CIT N PRINCIPAL / MFS · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $464K | $966K | 2.4% | |
| LARGE CAP GROWTH CIT PRINCIPAL/ALLIANCE BERNSTEIN · EIN 92-1443848 / PN 003 | Common Collective Trust | — | $647K | $963K | 2.3% | |
| Principal/T Rowe Price Institutional Equity Income Managed Cit N Common/collective trust | — | — | $508K | $960K | 2.3% | |
| INST EQ INC MGD CIT N PRINCIPAL / T ROWE PRICE · EIN 46-6586666 / PN 001 | Common Collective Trust | — | — | $960K | 2.3% | |
| MULTI-MANAGER SMALL CAP CIT N PRINCIPAL · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $565K | $931K | 2.3% | |
| SHORT-TERM INVESTMENT FUND N PRINCIPAL/BLACKROCK · EIN 41-6292499 / PN 001 | Common Collective Trust | — | $864K | $864K | 2.1% | |
| INTERNATIONAL VALUE CIT N PRINCIPAL/CAUSEWAY · EIN 47-6375784 / PN 001 | Common Collective Trust | — | $455K | $748K | 1.8% | |
| Europacific Growth Fund Class R6 #2616 Mutual fund | — | — | $759K | $722K | 1.8% | |
| Acadian Emerging Markets Portfolio Class I #1960 Mutual fund | — | — | $295K | $312K | 0.8% | |
| Invesco Oppenheimer Developing Markets Fund Class R6 #7038 Mutual fund | — | — | $349K | $308K | 0.7% |
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