Delta Financial

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

Active participants

2,102

Total plan assets

$399.0M

Filings (rows)

Direct comp

$65K

Indirect comp

$67K

Aggregating 3 name variants under "DELTA FINANCIAL"

Click a variant to view it alone

DELTA FINANCIAL ADVISORS3 DELTA FINANCIAL INSURANCE BROKERAGE3 DELTA FINANCIAL INSURANCE1

SERVICES PROVIDED

Investment manager3

Other service providers3

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
McGlinchey Stafford, PLLC McGlinchey Stafford, PLLC Retirement Savings Plan · all filings	NEW ORLEANS, LA	Investment manager	303	$133.4M	$25K	$0
McGlinchey Stafford, PLLC McGlinchey Stafford, PLLC Retirement Savings Plan · all filings	NEW ORLEANS, LA	Investment manager	299	$121.7M	$16K	$0
McGlinchey Stafford, PLLC McGlinchey Stafford, PLLC Retirement Savings Plan · all filings	NEW ORLEANS, LA	Investment manager	258	$121.3M	$24K	$0
Texas National Bank Texas National Bank 401(k) Plan · all filings	EDINBURG, TX	Other service providers	152	$7.9M	$0	$12K
Texas National Bank Texas National Bank 401(k) Plan · all filings	EDINBURG, TX	Other service providers	143	$6.2M	$0	$9K
Texas National Bank Texas National Bank 401(k) Plan · all filings	EDINBURG, TX	Other service providers	141	$5.0M	$0	$11K
Sunny Glen Children's Home Sunny Glen Children's Home 403(b) Plan · all filings	SAN BENITO, TX	Broker	806	$3.6M	$0	$35K