How big is Delaware Wealth Planners, LLC's plan?

Delaware Wealth Planners, LLC's plan reported $117K in assets and 3 participants for 2024.

Original filing (PDF)20250721160223NAL0001881072001

Delaware Wealth Planners, LLC

Name: Delaware Wealth Planners, LLC — Delaware Avenue, Form 5500 (2024)
Creator: Delaware Wealth Planners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Delaware Avenue Wealth Planners 401(k) Profit Sharing Plan

401(k) retirement plan · Delaware Wealth Planners, LLC's Delaware Avenue Wealth Planners 401(k) Profit Sharing Plan held $117K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

People on this filing

Corrine Curcio signed Delaware Wealth Planners, LLC's 2024 Form 5500 as plan administrator.

Corrine Curcio — 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

Delaware Wealth Planners, LLC's EIN is 45-4585852.

EIN 45-4585852

Plan number 001

Plan year 2024

ACK ID 20250721160223NAL0001881072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Delaware Wealth Planners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Delaware Wealth Planners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELAWARE WEALTH PLANNERS, LLC.

Finding similar companies…

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