Form 5500 Search

DELTA CAPITAL

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
17
Active participants
1,133,303
Total plan assets
$4.4B
Filings (rows)
17
Direct comp
$1.1M
Indirect comp
$0
Aggregating 2 name variants under "DELTA CAPITAL"

SERVICES PROVIDED

Advisor / Consultant10
Other7

Top plans served

All 17 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
ROCHESTER, NY
Advisor / Consultant
INVESTMENT ADVISORY (PART
621,703$1.8B$13K
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
ROCHESTER, NY
Advisor / Consultant
INVESTMENT ADVISORY (PART
503,539$1.1B$6K
BOARD OF TRUSTEES OF THE HRSA-ILA PENSION PLAN
HRSA-ILA PENSION PLAN
NORFOLK, VA
Other
NONE
2,371$568.2M$361K
BOARD OF TRUSTEES OF THE HRSA-ILA PENSION PLAN
HRSA-ILA PENSION PLAN
NORFOLK, VA
Other
NONE
2,437$491.3M$325K
JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION
SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN
LANSING, MI
Other
NONE
381$121.5M$38K
JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION
SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN
LANSING, MI
Other
NONE
371$107.8M$32K
JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION
SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN
LANSING, MI
Other
NONE
353$94.3M$29K
BRPH COMPANIES, INC.
BRPH COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
MELBOURNE, FL
Other
NONE
292$48.5M$86K
BRPH COMPANIES INC
BRPH COMPANIES INC 401(K) PROFIT SHARING PLAN & TRUST
MELBOURNE, FL
Other
NONE
330$41.2M$83K
IMAGINE BELIEVE REALIZE LLC
IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST
ROCKLEDGE, FL
Advisor / Consultant
ADVISOR
259$14.5M$30K
IMAGINE BELIEVE REALIZE LLC
IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST
ROCKLEDGE, FL
Advisor / Consultant
ADVISOR
160$8.7M$13K
DISTI CORPORATION
DISTI CORPORATION 401 K PROFIT SHARING PLAN & TRUST
ORLANDO, FL
Advisor / Consultant
INVESTMENT ADVISOR
92$8.6M$27K
DISTI CORPORATION
DISTI CORPORATION 401 K PROFIT SHARING PLAN & TRUST
ORLANDO, FL
Advisor / Consultant
INVESTMENT ADVISOR
109$7.2M$26K
TREACE MEDICAL CONCEPTS INC
TREACE MEDICAL CONCEPTS INC 401(K) PROFIT SHARING PLAN & TRUST
PONTE VEDRA, FL
Advisor / Consultant
ADVISOR
353$6.6M$21K
ODYSSEY CHARTER SCHOOL INC
ODYSSEY CHARTER SCHOOL INC 401(K) PROFIT SHARING PLAN & TRUST
MELBOURNE, FL
Advisor / Consultant
ADVISOR
266$2.9M$9K
EXXELIA USA INC
EXXELIA USA INC 401(K) PROFIT SHARING PLAN & TRUST
LONGWOOD, FL
Advisor / Consultant
ADVISOR
139$2.3M$21K
EXXELIA USA INC
EXXELIA USA INC 401(K) PROFIT SHARING PLAN & TRUST
LONGWOOD, FL
Advisor / Consultant
ADVISOR
148$371K$5K
DELTA CAPITAL — Form 5500 Service Provider Profile | Form 5500 Search