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Original filing (PDF)20250910052312NAL0044571170001
DELTA COMPUTER CONSULTING
Form 5500
FILING_RECEIVED
DELTA COMPUTER CONSULTING 401(K) PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
176
Plan assets (EOY)
$26.7M
Net assets (EOY)
$26.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA COMPUTER CONSULTING.
Plan sponsor
Name
DELTA COMPUTER CONSULTING
EIN
33-0252871
Address
25550 HAWTHORNE BLVD · SUITE 106 · TORRANCE, CA · 90505
Phone
(424) 206-7301
Industry
Professional & Technical Servicessee 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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WALTERS & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $37K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALTERS FINANCIAL SERVICES | 59-3618759 | — | ACCOUNTANT | $8K | — |
Investments
30 direct securities· $26.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $3.1M | 11.8% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $3.0M | 11.4% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $2.9M | 11.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.2M | 8.1% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $1.6M | 5.9% | |
| COLUMBIA SELIGMAN GLBL TECH I2 | Registered Investment Companies | — | — | $1.6M | 5.8% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $1.3M | 4.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $1.0M | 3.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $964K | 3.6% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $791K | 3.0% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $738K | 2.8% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $729K | 2.7% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $676K | 2.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $674K | 2.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $639K | 2.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $556K | 2.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $489K | 1.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $413K | 1.5% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $352K | 1.3% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $346K | 1.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $299K | 1.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $192K | 0.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $180K | 0.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $171K | 0.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $170K | 0.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $99K | 0.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $74K | 0.3% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $65K | 0.2% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $43K | 0.2% |