Original filing (PDF)20251014162523NAL0004518144001

ADELPHI TRUST COMPANY

Name: ADELPHI TRUST COMPANY — ADELPHI TRUST 401(K) PLAN, Form 5500 (2024)
Creator: ADELPHI TRUST COMPANY

Form 5500-SF

FILING_RECEIVED

ADELPHI TRUST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$235K

Net assets (EOY)

$235K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADELPHI TRUST COMPANY.

Plan sponsor

Name

ADELPHI TRUST COMPANY

EIN

88-3373924

Address

100 2ND AVENUE SOUTH · SUITE 1204-S · ST. PETERSBURG, FL · 33701

Phone

(727) 955-1055

Industry

Management of Companies / Holdingssee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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