How big is Delta Oaks Group, PLLC's plan?

Delta Oaks Group, PLLC's plan reported $1.4M in assets and 29 participants for 2024.

Original filing (PDF)20250513163912NAL0018288385001

Delta Oaks Group, PLLC

Name: Delta Oaks Group, PLLC — Delta Oaks Group 401(k), Form 5500 (2024)
Creator: Delta Oaks Group, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Delta Oaks Group 401(k) Plan

401(k) retirement plan · Delta Oaks Group, PLLC's Delta Oaks Group 401(k) Plan held $1.4M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Delta Oaks Group, PLLC's EIN is 47-5336154.

EIN 47-5336154

Plan number 001

Plan year 2024

ACK ID 20250513163912NAL0018288385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Delta Oaks Group, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Delta Oaks Group, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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