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Original filing (PDF)20251014143617NAL0003173265001
DELTA AIR LINES, INC.
Form 5500
FILING_RECEIVED
DELTA 401(K) RETIREMENT PLAN FOR PILOTS
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed30 service providers
Active participants
14,981
Accounts w/ balance
17,527
Plan assets (EOY)
$15.9B
Net assets (EOY)
$15.9B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA (share>100%, pinned)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA AIR LINES, INC..
Plan sponsor
Name
DELTA AIR LINES, INC.
EIN
58-0218548
Address
1030 DELTA BOULEVARD · DEPARTMENT 216 · ATLANTA, GA · 303546001
Phone
(404) 715-2600
Industry
Transportation & Warehousingsee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE OF DELTA AIR LINES, INC.
EIN
58-1282408
City
ATLANTA, GA
Phone
(404) 715-2600
Plan characteristics
Plan number
014
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
30 rowsAdvisor / Consultant
27| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLWORTH FINANCIAL | 68-0372662 | — | INVESTMENT ADVISOR | $2.2M | — |
| AMERICAN FINANCIAL ADVISORS | 58-2639765 | — | INVESTMENT ADVISOR | $442K | — |
| CREATIVE PLANNING | 43-1270780 | — | INVESTMENT ADVISOR | $379K | — |
| FISHER INVESTMENTS | 94-3029777 | — | INVESTMENT ADVISOR | $351K | — |
| SMITH ANGLIN FINANCIAL | 26-0778361 | — | INVESTMENT ADVISOR | $248K | — |
| TOTAL INVESTMENT MANAGEMENT | 86-0912979 | — | INVESTMENT ADVISOR | $231K | — |
| APOLLON WEALTH MANAGEMENT, LLC | 82-3706323 | — | INVESTMENT ADVISOR | $212K | — |
| SIGNATUREFD, LLC | 58-2323085 | — | INVESTMENT ADVISOR | $73K | — |
| SYMPHONY FINANCIAL, LTD. CO. | 55-0808353 | — | INVESTMENT ADVISOR | $73K | — |
| MOUNTAIN CAPITAL INVESTMENT AD | 27-4826969 | — | INVESTMENT ADVISOR | $48K | — |
| ZACKS INVESTMENT MANAGEMENT | 36-3792197 | — | INVESTMENT ADVISOR | $45K | — |
| RIA INNOVATIONS | 26-3111449 | — | INVESTMENT ADVISOR | $40K | — |
| CAHILL FINANCIAL ADVISORS INC | 45-4112505 | — | INVESTMENT ADVISOR | $36K | — |
| ABOUND WEALTH MANAGEMENT, LLC | 81-4120898 | — | INVESTMENT ADVISOR | $31K | — |
| MARINER PLATFORM SOLUTIONS | 84-3582920 | — | INVESTMENT ADVISOR | $19K | — |
| MORNINGSTAR INVESTMENTS ERV | 36-4410122 | — | INVESTMENT ADVISOR | $18K | — |
| ADAMS WEALTH ADVISORS | 82-2288339 | — | INVESTMENT ADVISOR | $16K | — |
| CRAWFORD INVST COUNSEL, INC. | 58-1408870 | — | INVESTMENT ADVISOR | $16K | — |
| ARBOR INVESTMENT ADVISORS | 56-2064264 | — | INVESTMENT ADVISOR | $15K | — |
| CAPITAL INVESTMENT ADVISORS, LLC | 27-3464003 | — | INVESTMENT ADVISOR | $12K | — |
| PCIA, LLC. | 82-1364595 | — | INVESTMENT ADVISOR | $10K | — |
| EP WEALTH ADVISORS, LLC | 33-0152539 | — | INVESTMENT ADVISOR | $10K | — |
| HALBERT HARGROVE GBL ADV LLC | 33-0804608 | — | INVESTMENT ADVISOR | $10K | — |
| EFFICIENT ADVISORS, LLC | 26-4561649 | — | INVESTMENT ADVISOR | $9K | — |
| HIGHTOWER ADVISORS, LLC | 36-4500709 | — | INVESTMENT ADVISOR | $9K | — |
| FOUNDATIONS INVESTMENT ADVISOR | 47-3274207 | — | INVESTMENT ADVISOR | $7K | — |
| CHOREO, LLC | 41-1944416 | — | INVESTMENT ADVISOR | $6K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | NONE | $2.5M | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $42K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $20K | — |
Investments
1 direct security · 1 pooled fund· $31.8B(100% 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.
Uncategorized
$15.9B
1 holding
Master Trust
$15.9B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA (share>100%, pinned)] | — | — | — | $15.9B | 99.7% | |
| DAL, INC. DC PLANS MASTER TRUST DELTA AIR LINES, INC. · EIN 04-6766712 / PN 013 | Master Trust | — | — | $15.9B | 99.7% |