How big is Fedelta, LLC's plan?

Fedelta, LLC's plan reported $175K in assets and 5 participants for 2025.

Original filing (PDF)20260305102604NAL0004213697001

Fedelta, LLC

Name: Fedelta, LLC — Fedelta Retirement Plan, Form 5500 (2025)
Creator: Fedelta, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fedelta Retirement Plan

Defined-contribution retirement plan · Fedelta, LLC's Fedelta Retirement Plan held $175K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

Plan identifiers

Fedelta, LLC's EIN is 66-0615986.

EIN 66-0615986

Plan number 001

Plan year 2025

ACK ID 20260305102604NAL0004213697001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fedelta, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fedelta, LLC's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FEDELTA, LLC.

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Plan health score

Top-tier plan health

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

Helping the score

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

Plan sponsor

Name

FEDELTA, LLC

EIN

all filings

Address

PO BOX 195562 · SAN JUAN, PR · 00919

Phone

(939) 644-8833

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3C · Not intended to be qualified

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

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