· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DELIVER STRATEGIES, LLC — DELIVER STRATEGIES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250904145503NAL0016398337001
DELIVER STRATEGIES, LLC
Form 5500-SF
FILING_RECEIVED
DELIVER STRATEGIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
36
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DELIVER STRATEGIES, LLC
.
Find decision makers
Plan sponsor
Name
DELIVER STRATEGIES, LLC
EIN
46-2270280
Address
1301 K STREET NW, SUITE 300W · WASHINGTON, DC · 20005
Phone
(703) 577-4930
Industry
All Other Professional Services
· Professional & Technical Services
see all
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
2025-09-04
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
FRANK RECRUITMENT GROUP INC.
FRANK RECRUITMENT GROUP 401(K) RETIREMENT PLAN
$8.9M · 648 participants
WESTERN ECOSYSTEMS TECHNOLOGY, INC.
WESTERN ECOSYSTEMS TECHNOLOGY, INC. 401(K) PLAN
$9.0M · 515 participants
BIOINTELLISENSE, INC.
BIOINTELLISENSE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$9.0M · 83 participants
FLYNN AGENCY, LLC
FLYNN AGENCY, LLC 401(K) PROFIT SHARING PLAN
$8.9M · 25 participants
FIRST COMMUNICATIONS, LLC
FIRST COMMUNICATIONS 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$9.0M · 103 participants
WOVEN SOLUTIONS, LLC
WOVEN SOLUTIONS 401(K) PLAN
$9.0M · 150 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
