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.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $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% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $42K | — |
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | NONE | $2.5M | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $20K | — |
