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Original filing (PDF)20250529132003NAL0007350993001
DELTA SYSTEMS, INC.
Form 5500
FILING_RECEIVED
DELTA SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
160
Accounts w/ balance
182
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 80% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA SYSTEMS, INC..
Plan sponsor
Name
DELTA SYSTEMS, INC.
EIN
34-1122797
Address
1734 FROST RD · STREETSBORO, OH · 442415008
Phone
(330) 626-2811
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $76K | — |
Investments
26 direct securities · 1 pooled fund· $14.6M(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.
Uncategorized
$14.3M
25 holdings
Common Collective Trust
$300K
1 holding
Mutual Funds
$68K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Service Co. American Funds Target Date Retirement 2040 R6 Fund | — | — | — | $1.8M | 12.0% | |
| American Funds Service Co. American Funds Target Date Retirement 2045 R6 Fund | — | — | — | $1.3M | 8.7% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.2M | 8.2% | |
| American Funds Service Co. American Funds Target Date Retirement 2030 R6 Fund | — | — | — | $1.2M | 8.1% | |
| American Funds Service Co. American Funds Target Date Retirement 2050 R6 Fund | — | — | — | $1.2M | 8.1% | |
| American Funds Service Co. American Funds Target Date Retirement 2035 R6 Fund | — | — | — | $1.1M | 7.7% | |
| Fidelity Investments Fidelity Advisor Equity Growth Z Fund | — | — | — | $986K | 6.7% | |
| American Funds Service Co. American Funds Target Date Retirement 2025 R6 Fund | — | — | — | $690K | 4.7% | |
| MassMutual Small Cap Opportunities Fund Class I | — | — | — | $645K | 4.4% | |
| American Funds Service Co. American Funds Target Date Retirement 2055 R6 Fund | — | — | — | $589K | 4.0% | |
| Fidelity Investments Fidelity Mid-Cap Index Fund | — | — | — | $567K | 3.9% | |
| Vanguard Group Vanguard Equity-Income Admiral Fund | — | — | — | $521K | 3.6% | |
| JP Morgan Funds JP Morgan US Equity R6 Fund | — | — | — | $438K | 3.0% | |
| Hartford Funds Management Co. Hartford Schroders International Stock Fund Class I | — | — | — | $333K | 2.3% | |
| American Funds Service Co. American Funds Target Date Retirement 2060 R6 Fund | — | — | — | $300K | 2.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $300K | 2.0% | |
| American Funds Service Co. American Funds Bond Fund of America R6 | — | — | — | $299K | 2.0% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap R6 | — | — | — | $235K | 1.6% | |
| Participant loans Interest rates from 3.25% to 8.50% - 0 - | — | — | — | $214K | 1.5% | |
| MassMutual Premier High Yield I Fund | — | — | — | $183K | 1.3% | |
| American Funds Service Co. American Funds Target Date Retirement 2020 R6 Fund | — | — | — | $182K | 1.2% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $151K | 1.0% | |
| American Funds Service Co. American Funds New World R6 Fund | — | — | — | $104K | 0.7% | |
| American Funds Service Co. American Funds Target Date Retirement 2065 R6 Fund | — | — | — | $94K | 0.6% | |
| Alliance Bernstein AB Bond Inflation Strategy Fund Class Z | Mutual Funds | — | — | $68K | 0.5% | |
| American Funds Service Co. American Funds Target Date Retirement 2015 R6 Fund | — | — | — | $1K | <0.1% | |
| American Funds Service Co. American Funds Target Date Retirement 2010 R6 Fund | — | — | — | $1K | <0.1% |
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