Original filing (PDF)20250916213621NAL0002313361001

DELTA FINANCIAL ADVISORS, INC.

Name: DELTA FINANCIAL ADVISORS, INC. — DELTA FINANCIAL ADVISORS, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DELTA FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

DELTA FINANCIAL ADVISORS, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA FINANCIAL ADVISORS, INC..

Plan sponsor

Name

DELTA FINANCIAL ADVISORS, INC.

EIN

52-1808586

Address

10539 METROPOLITAN AVENUE · KENSINGTON, MD · 20895

Phone

(301) 962-0480

Industry

Finance & Insurancesee 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

2025-09-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PINE FINANCIAL GROUP, INC

PINE FINANCIAL GROUP 401(K) PLAN

$1.1M · 11 participants

LAIRD NORTON TRUST COMPANY, LLC

WETHERBY ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN

$1.1M · 89 participants

FINANCIAL PLANNING SOLUTIONS, LLC

FINANCIAL PLANNING SOLUTIONS, LLC 401(K) PLAN

$1.1M · 4 participants

MWS FINANCIAL, LLC

MWS FINANCIAL, LLC CASH BALANCE PENSION PLAN AND TRUST

$1.1M · 3 participants

URBAN FUTURES BOND ADMINISTRATION, INC.

URBAN FUTURES BOND ADMINISTRATION, INC. 401(K) PLAN