Delta Defense, Llc 401(k) Plan
Sponsored by Delta Defense, Llc · EIN 200364350 · Plan #001
- Total assets
- $28.6M
- Net assets
- $28.5M
- Active participants
- 626
- With balances
- 681
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco, Llc | Investment advisory (participants), Investment advisory (plan) | $54,776 |
| Wipfli Llp | Recordkeeping, Participant loan processing, Participant communication | $28,539 |