DELTA ASSET MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
10
Active participants
4,356
Total plan assets
$2.1B
Filings (rows)
10
Direct comp
$361K
Indirect comp
$0
SERVICES PROVIDED
Other10
Top plans served
All 10 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C. BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Other SELF-DIRECTED INV. ADVIS | 1,160 | $627.6M | $36K |
| BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C. BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Other SELF-DIRECTED INV. ADVIS | 1,089 | $556.9M | $30K |
| BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C. BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Other SELF-DIRECTED INV. ADVIS | 1,031 | $501.3M | $29K |
| BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE, TN | Other INV ADV, PARTICIPANTS | 528 | $355.4M | $10K |
| FIRST NATIONAL BANK OF EASTERN ARKANSAS FIRST NATIONAL BANK OF EASTERN ARKANSAS PROFIT SHARING PLAN | FOREST CITY, AR | Other INVESTMENT PROVIDER | 90 | $19.4M | $73K |
| FIRST NATIONAL BANK OF EASTERN ARKANSAS FIRST NATIONAL BANK OF EASTERN ARKANSAS PROFIT SHARING PLAN | FOREST CITY, AR | Other INVESTMENT PROVIDER | 89 | $18.9M | $69K |
| FIRST NATIONAL BANK OF EASTERN ARKANSAS FIRST NATIONAL BANK OF EASTERN ARKANSAS PROFIT SHARING PLAN | FOREST CITY, AR | Other INVESTMENT PROVIDER | 95 | $16.8M | $71K |
| FIRST NATIONAL BANK OF EASTERN ARKANSAS FIRST NATIONAL BANK OF EASTERN ARKANSAS EMPLOYEE STOCK OWNERSHIP PLAN | FOREST CITY, AR | Other INVESTMENT PROVIDER | 90 | $14.1M | $14K |
| FIRST NATIONAL BANK OF EASTERN ARKANSAS FIRST NATIONAL BANK OF EASTERN ARKANSAS EMPLOYEE STOCK OWNERSHIP PLAN | FOREST CITY, AR | Other INVESTMENT PROVIDER | 89 | $13.5M | $14K |
| FIRST NATIONAL BANK OF EASTERN ARKANSAS FIRST NATIONAL BANK OF EASTERN ARKANSAS EMPLOYEE STOCK OWNERSHIP PLAN | FOREST CITY, AR | Other INVESTMENT PROVIDER | 95 | $12.2M | $14K |