· 2022–2024 · DOL EFAST2

Delta ZETA Sorority — Delta ZETA Sorority Savings, Form 5500 (2024)

Original filing (PDF)20250707085818NAL0008598082001

Delta ZETA Sorority

Form 5500-SF

FILING_RECEIVED

Delta ZETA Sorority Savings Incentive Plan

401(k) retirement plan · Delta ZETA Sorority's Delta ZETA Sorority Savings Incentive Plan held $7.3M in plan assets for 29 participants in 2024.

Active participants

29

Accounts w/ balance

37

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

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

77

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELTA ZETA SORORITY.

Plan sponsor

Name

DELTA ZETA SORORITY

EIN

35-0267676all filings

Address

202 EAST CHURCH STREET · OXFORD, OH · 45056

Phone

(513) 523-7597

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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