Kelley Elliott signed Delta Air Lines, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delta Air Lines, Inc.'s EIN is 58-0218548.
Download the official 2024 Form 5500 (PDF) for Delta Air Lines, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delta Air Lines, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $2.3M | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $18.5B | 97.5% | |
| DAL, INC. DC PLANS MASTER TRUST DELTA AIR LINES, INC. · EIN 41-6766712 / PN 013 | Master Trust | — | — | $18.5B | 97.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLWORTH FINANCIAL | 68-0372662 | — | INVESTMENT ADVISOR | $325K | — |
| AMERICAN FINANCIAL ADVISORS | 58-2639765 | — | INVESTMENT ADVISOR | $278K | — |
| TOTAL INVESTMENT MANAGEMENT | 86-0912979 | — | INVESTMENT ADVISOR | $49K | — |
| CAPITAL INVESTMENT ADVISORS | 27-3464003 | — | INVESTMENT ADVISOR | $49K | — |
| SIGNATUREFD, LLC | 58-2323085 | — | INVESTMENT ADVISOR | $24K | — |
| CREATIVE PLANNING | 43-1270780 | — | INVESTMENT ADVISOR | $24K | — |
| FISHER INVESTMENTS | 94-3029777 | — | INVESTMENT ADVISOR | $24K | — |
| BROOKSTONE CAPITAL MGMT LLC | 20-5073624 | — | INVESTMENT ADVISOR | $16K | — |
| CARNEGIE INVESTMENT COUNSEL | 26-4766975 | — | INVESTMENT ADVISOR | $13K | — |
| ROLLINS FINANCIAL ADVISORS LLC | 86-1775150 | — | INVESTMENT ADVISOR | $13K | — |
| MARKS GROUP WEALTH MANAGEMENT | 26-3675041 | — | INVESTMENT ADVISOR | $9K | — |
| ARBOR INVESTMENT ADVISORS | 56-2064264 | — | INVESTMENT ADVISOR | $7K | — |
| CHURCHILL MANAGEMENT GROUP | 95-2472632 | — | INVESTMENT ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | NONE | $8.7M | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $20K | — |
