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Original filing (PDF)20241014135034NAL0026326897001
DELPHI LENDER ACQUISITION CO., LLC
Form 5500-SF
FILING_RECEIVED
DELPHI 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
161
Accounts w/ balance
147
Plan assets (EOY)
$129K
Net assets (EOY)
$129K
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELPHI LENDER ACQUISITION CO., LLC.
Plan sponsor
Name
DELPHI LENDER ACQUISITION CO., LLC
EIN
92-3250824
Address
1645 PALM BEACH LAKES BLVD, · SUITE 1010 · WEST PALM BEACH, FL · 33401
Phone
(866) 461-4474
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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