How big is Delta Wealth Advisors, LLC's plan?

Delta Wealth Advisors, LLC's plan reported $2.5M in assets and 22 participants for 2024.

Original filing (PDF)20250729155906NAL0003066465001

Delta Wealth Advisors, LLC

Name: Delta Wealth Advisors, LLC — Delta Wealth Advisors, Form 5500 (2024)
Creator: Delta Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Delta Wealth Advisors 401(k) Plan

401(k) retirement plan · Delta Wealth Advisors, LLC's Delta Wealth Advisors 401(k) Plan held $2.5M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Delta Wealth Advisors, LLC's EIN is 82-3257441.

EIN 82-3257441

Plan number 001

Plan year 2024

ACK ID 20250729155906NAL0003066465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Delta Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Delta Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DELTA WEALTH ADVISORS, 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

DELTA WEALTH ADVISORS, LLC

EIN

all filings

Address

3755 EAST 82ND STREET · INDIANAPOLIS, IN · 46240

Phone

(317) 224-0220

Industry

CPA Offices· Professional & Technical Services

Plan administrator