How big is Delegate Advisors LLC's plan?

Delegate Advisors LLC's plan reported $2.6M in assets and 12 participants for 2025.

Original filing (PDF)20260413095901NAL0014542321001

Delegate Advisors LLC

Name: Delegate Advisors LLC — Delegate Advisors LLC 401(k), Form 5500 (2025)
Creator: Delegate Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Delegate Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Delegate Advisors LLC's Delegate Advisors LLC 401(k) Profit Sharing Plan & Trust held $2.6M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

James R. Powers signed Delegate Advisors LLC's 2025 Form 5500 as plan administrator.

James R. Powers — 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

Delegate Advisors LLC's EIN is 27-2018413.

EIN 27-2018413

Plan number 001

Plan year 2025

ACK ID 20260413095901NAL0014542321001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Delegate Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Delegate Advisors 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 DELEGATE ADVISORS 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