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Original filing (PDF)20250908082146NAL0032426064001
DELTA CENTRIFUGAL, LLC
Form 5500
FILING_RECEIVED
DELTA CENTRIFUGAL EMPLOYEE SALARY REDUCTION PLAN
401(k) retirement plan
Active participants
113
Accounts w/ balance
146
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA CENTRIFUGAL, LLC.
Plan sponsor
Name
DELTA CENTRIFUGAL, LLC
EIN
72-0655240
Address
P.O. BOX 1043 · TEMPLE, TX · 76503
Phone
(254) 773-9055
Industry
Manufacturingsee 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
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PATTILLO, BROWN & HILL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE GROUP | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATTILLO, BROWN & HILL LLP | 74-1130599 | — | TPA | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $900 | — |
Investments
39 direct securities · 1 pooled fund· $20.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.6M
39 holdings
Pooled Separate Account
$8.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $8.7M | 74.5% | |
| Empower Annuity Insurance Company of America Columbia Seligman Tech and Inof Inst3 | — | — | — | $2.5M | 21.4% | |
| Group Annuity Contract Empower Annuity Insurance Company of America Fixed Account | — | — | — | $2.5M | 21.3% | |
| similar party rate of interest, collateral, par or maturity value Pooled Separate Accounts ** Empower Annuity Insurance Company of America American Century Growth R6 * $ | — | — | — | $1.4M | 11.9% | |
| Empower Annuity Insurance Company of America Hartford Dividend and Growth R6 | — | — | — | $601K | 5.2% | |
| Empower Annuity Insurance Company of America American Funds American High-Inc R6 | — | — | — | $579K | 5.0% | |
| Empower Annuity Insurance Company of America JP Morgan Large Cap Growth R6 | — | — | — | $526K | 4.5% | |
| Empower Annuity Insurance Company of America Vanguard 500 Index ADM | — | — | — | $403K | 3.5% | |
| Empower Annuity Insurance Company of America Invesco Small Cap Index Adm | — | — | — | $382K | 3.3% | |
| participant accounts, various maturities | — | — | — | $283K | 2.4% | |
| Empower Annuity Insurance Company of America American Funds Amer Balanced R6 | — | — | — | $275K | 2.4% | |
| Empower Annuity Insurance Company of America Mfs International Growth R6 | — | — | — | $274K | 2.4% | |
| Empower Annuity Insurance Company of America Vanguard Mid-Cap Index ADM | — | — | — | $222K | 1.9% | |
| Employer contributions receivable | — | — | — | $215K | 1.8% | |
| Empower Annuity Insurance Company of America Vanguard Total Intl Stock ADM | — | — | — | $212K | 1.8% | |
| Empower Annuity Insurance Company of America Dfa Emerging Markets Small Cap I | — | — | — | $212K | 1.8% | |
| Empower Annuity Insurance Company of America Franklin Utilities R6 | — | — | — | $113K | 1.0% | |
| Empower Annuity Insurance Company of America American Funds Income Fund of America R6 | — | — | — | $103K | 0.9% | |
| Empower Annuity Insurance Company of America American Funds New Perspective R6 | — | — | — | $97K | 0.8% | |
| Empower Annuity Insurance Company of America Hartford Balanced Income R6 | — | — | — | $77K | 0.7% | |
| Empower Annuity Insurance Company of America Vanguard Small-Cap Index ADM | — | — | — | $73K | 0.6% | |
| Empower Annuity Insurance Company of America American Funds Target Date Ret 2030 R6 | — | — | — | $72K | 0.6% | |
| Empower Annuity Insurance Company of America American Funds Capital Income Bldr R6 | — | — | — | $65K | 0.6% | |
| Empower Annuity Insurance Company of America Neuberger Berman Gensis R6 | — | — | — | $56K | 0.5% | |
| Empower Annuity Insurance Company of America American Funds Target Date Ret 2055 R6 | — | — | — | $56K | 0.5% | |
| Empower Annuity Insurance Company of America DWS RREEF Real Estate Securities R6 | — | — | — | $50K | 0.4% | |
| Empower Annuity Insurance Company of America Invesco Gold & Spec Minerals R6 | — | — | — | $50K | 0.4% | |
| Empower Annuity Insurance Company of America American Funds Target Date Ret 2045 R6 | — | — | — | $43K | 0.4% | |
| Empower Annuity Insurance Company of America BlackRock Health Sciences Opps Portoflio K | — | — | — | $42K | 0.4% | |
| Empower Annuity Insurance Company of America Calvert Equity R6 | — | — | — | $36K | 0.3% | |
| Common Collective Trust Empower Annuity Insurance Company of America BNY Mellon Aggregate Bond Fund | — | — | — | $36K | 0.3% | |
| Empower Annuity Insurance Company of America Pimco Commoditiesplus Strategy Instl | — | — | — | $26K | 0.2% | |
| Empower Annuity Insurance Company of America Pimco Stocksplus Intl (Usd-Hedge) Inst | — | — | — | $26K | 0.2% | |
| Empower Annuity Insurance Company of America Columbia Global Value Inst3 | — | — | — | $21K | 0.2% | |
| Empower Annuity Insurance Company of America American Funds Target Date Ret 2040 R6 | — | — | — | $19K | 0.2% | |
| Empower Annuity Insurance Company of America American Funds Target Date Ret 2050 R6 | — | — | — | $18K | 0.2% | |
| Empower Annuity Insurance Company of America American Funds Target Date Ret 2025 R6 | — | — | — | $11K | <0.1% | |
| Empower Annuity Insurance Company of America American Funds Capital World Bond R6 | — | — | — | $5K | <0.1% | |
| Empower Annuity Insurance Company of America American Funds Target Date Ret 2035 R6 | — | — | — | $4K | <0.1% | |
| Empower Annuity Insurance Company of America American Funds Target Date Ret 2060 R6 | — | — | — | $1K | <0.1% |