Original filing (PDF)20250318124709NAL0005624832001

DELTA RESEARCH AND EDUCATIONAL FOUNDATION

Name: DELTA RESEARCH AND EDUCATIONAL FOUNDATION — THE DELTA FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: DELTA RESEARCH AND EDUCATIONAL FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE DELTA FOUNDATION 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DELTA RESEARCH AND EDUCATIONAL FOUNDATION

EIN

52-1338072

Address

1703 NEW HAMPSHIRE AVE NW · WASHINGTON, DC · 200092501

Phone

(202) 347-1337

Industry

Other Services (ex. Public Admin)see all

Plan administrator