How big is Delphi Wealth Management Group's plan?

Delphi Wealth Management Group's plan reported $1.1M in assets and 17 participants for 2024.

Original filing (PDF)20251015014302NAL0001869571001

Delphi Wealth Management Group

Name: Delphi Wealth Management Group — Delphi Wealth, Form 5500 (2024)
Creator: Delphi Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Delphi Wealth Management Group 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Delphi Wealth Management Group's Delphi Wealth Management Group 401(k) Profit Sharing Plan and Trust held $1.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Delphi Wealth Management Group's EIN is 82-2968030.

EIN 82-2968030

Plan number 001

Plan year 2024

ACK ID 20251015014302NAL0001869571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Delphi Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Delphi Wealth Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELPHI WEALTH MANAGEMENT GROUP.

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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