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Original filing (PDF)20251002051957NAL0000087969001
DELON HAMPTON & ASSOC, CHARTERED
Form 5500
FILING_RECEIVED
DELON HAMPTON & ASSOC, CHARTERED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
110
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELON HAMPTON & ASSOC, CHARTERED.
Plan sponsor
Name
DELON HAMPTON & ASSOC, CHARTERED
EIN
52-0968507
Address
900 7TH STREET NW · SUITE 800 · WASHINGTON, DC · 20001
Phone
(202) 461-2153
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GELMAN ROSENBERG & FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $36K | — |
Investments
27 direct securities · 1 pooled fund· $10.9M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$10.0M
27 holdings
Common Collective Trust
$886K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $1.7M | 15.0% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $1.6M | 14.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.1M | 9.9% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $949K | 8.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $886K | 8.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $852K | 7.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $822K | 7.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $511K | 4.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $424K | 3.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $340K | 3.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $332K | 3.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $297K | 2.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $279K | 2.5% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $205K | 1.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $127K | 1.2% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $125K | 1.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $110K | 1.0% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $82K | 0.7% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $75K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $66K | 0.6% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $25K | 0.2% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $25K | 0.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $19K | 0.2% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $15K | 0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $13K | 0.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $7K | <0.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $2K | <0.1% |
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