How big is Delta Wealth Management's plan?

Delta Wealth Management's plan reported $38K in assets and 3 participants for 2024.

Original filing (PDF)20251014084841NAL0003451568001

Delta Wealth Management

Name: Delta Wealth Management — Delta Wealth Management, Form 5500 (2024)
Creator: Delta Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Delta Wealth Management 401(k) Plan

401(k) retirement plan · Delta Wealth Management's Delta Wealth Management 401(k) Plan held $38K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

Shanae Duley for TRPC signed Delta Wealth Management's 2024 Form 5500 as plan administrator.

Shanae Duley for TRPC — 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

Delta Wealth Management's EIN is 46-3105104.

EIN 46-3105104

Plan number 001

Plan year 2024

ACK ID 20251014084841NAL0003451568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Delta Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Delta Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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