Back to filter
Original filing (PDF)20260316192758NAL0001485185001
DELTA TECH SERVICE, INC.
Form 5500
FILING_RECEIVED
DELTA TECH SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
94% in single holding94% employer stock
Active participants
35
Accounts w/ balance
194
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.5M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Delta Tech Service, Inc. Common Stock, 15,250 shares" is 94% of plan.
- 94% of plan in employer / sponsor stock.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA TECH SERVICE, INC..
Plan sponsor
Name
DELTA TECH SERVICE, INC.
EIN
94-1718865
Address
397 WEST CHANNEL ROAD · BENICIA, CA · 94510
Phone
(707) 745-2080
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-16
Pension benefit codes
2O · ESOP (non-leveraged)
2I · Stock bonus
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $4.4M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Delta Tech Service, Inc. Common Stock, 15,250 shares | — | — | $635K | $4.2M | 89.1% | |
| Morgan Stanley Interest Bearing Cash | — | — | $183K | $183K | 3.9% | |
| Columbia Threadneedle Columbia Large Cap Growth Opportunity A | — | — | $28K | $25K | 0.5% | |
| MFS Investment Management MFS Value A | — | — | $10K | $17K | 0.4% | |
| MFS Investment Management MFS Intl Diversification A | — | — | $7K | $14K | 0.3% | |
| Invesco Opp International Growth A | — | — | $9K | $8K | 0.2% | |
| PIMCO Income A | — | — | $4K | $4K | <0.1% |
Related plans
Similar-size Other Services (ex. Public Admin) plans
ALTA FIRE PROTECTION COMPANY
ALTA FIRE PROTECTION PROFIT SHARING PLAN
$4.6M · 14 participants
MISSISSIPPI MARINE CORPORATION
MISSISSIPPI MARINE CORPORATION 401(K) RETIREMENT PLAN
$4.7M · 56 participants
VERTICAL MECHANICAL GROUP, LLC
VERTICAL MECHANICAL GROUP, LLC 401(K) PLAN
$4.6M · 308 participants
PREMIER SERVICE COMPANY, INC.
PREMIER SERVICE COMPANY, INC. 401(K) RETIREMENT PLAN
$4.6M · 91 participants
REYNOLDS-FRENCH & CO., INC.
REYNOLDS-FRENCH & CO., INC., 401(K) PROFIT SHARING PLAN
$4.7M · 22 participants
RAPA ELECTRIC INC
RAPA ELECTRIC, INC. 401(K) PLAN
$4.7M · 19 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B