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Original filing (PDF)20251001144858NAL0013374289001
DELTA ADMINISTRATIVE SERVICES, LLC
Form 5500
FILING_RECEIVED
DELTA POOLED EMPLOYER PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,041
Accounts w/ balance
258
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
Plan health score (directional)
88
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA ADMINISTRATIVE SERVICES, LLC.
Plan sponsor
Name
DELTA ADMINISTRATIVE SERVICES, LLC
EIN
72-1488886
Address
2709 L AND A ROAD · SUITE 200 · METAIRIE, LA · 70001
Phone
(504) 274-3400
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SKIBBIE CPA INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $44K | — |
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $10K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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