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Original filing (PDF)20251126134439NAL0004688561001
DELTA ELECTRONICS (USA) INC.
Form 5500
FILING_RECEIVED
DELTA ELECTRONICS (USA) INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosureLate filing · 0.3 mo
Active participants
209
Accounts w/ balance
243
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Filed 0.3 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA ELECTRONICS (USA) INC..
Plan sponsor
Name
DELTA ELECTRONICS (USA) INC.
EIN
75-2917338
Address
601 DATA DRIVE · PLANO, TX · 75075
Phone
(469) 330-3288
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-26
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUSSON AND JOHNSTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $26K | — |
| CLOSED DLR-WOODBURY FINANCIAL | 41-0944586 | — | ADVISOR | $8K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities· $24.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Technology Fund Class Z Mutual Fund | — | — | — | $2.9M | 11.9% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $2.6M | 10.4% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $2.5M | 10.1% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $2.4M | 9.6% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $2.3M | 9.3% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $1.9M | 7.8% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.7M | 7.0% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $1.3M | 5.2% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $1.2M | 4.7% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | — | — | — | $1.0M | 4.2% | |
| JPMorgan U.S. Equity Fund Class R6 Mutual Fund | — | — | — | $728K | 2.9% | |
| Fidelity Advisor Health Care Fund Class Z Mutual Fund | — | — | — | $439K | 1.8% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $432K | 1.8% | |
| Allspring Special Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $415K | 1.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $329K | 1.3% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund | — | — | — | $316K | 1.3% | |
| Fidelity Advisor Capital & Income Mutual Fund | — | — | — | $262K | 1.1% | |
| Columbia Dividend Income Fund Class I3 Mutual Fund | — | — | — | $245K | 1.0% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Mutual Fund | — | — | — | $240K | 1.0% | |
| BlackRock Mid-Cap Growth Equity Class K Mutual Fund | — | — | — | $213K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $185K | 0.7% | |
| Participant Loans to participants, bearing interest from 5.75% to 9.50% | — | — | — | $184K | 0.7% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $181K | 0.7% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $138K | 0.6% | |
| TCW MetWest Return Bond Fund Class I Mutual Fund | — | — | — | $122K | 0.5% | |
| American Funds Mortgage Fund Class R-6 Mutual Fund | — | — | — | $119K | 0.5% | |
| Invesco Developing Markets Fund Class R6 Mutual Fund | — | — | — | $85K | 0.3% | |
| Lord Abbett Developing Growth Fund Class R6 Mutual Fund | — | — | — | $80K | 0.3% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund | — | — | — | $71K | 0.3% | |
| Janus Henderson Small Cap Value Fund Class N Mutual Fund | — | — | — | $36K | 0.1% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $28K | 0.1% | |
| MFS Global Opportunistic Bond Fund Class R6 Mutual Fund | — | — | — | $21K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | — | — | — | $2K | <0.1% |
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