AUMdb

Delta America Ltd. 401(k) Salary Savings Plan And Trust

Sponsored by Delta Electronics (Americas) Ltd. · EIN 952843706 · Plan #001

Total assets
$170M
Net assets
$170M
Active participants
429
With balances
648

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $86,588
Global Retirement Partners Llc Investment advisory (plan) $48,000
Sageview Advisory Group Llc Investment advisory (plan) $46,790
Pension Assurance Llp Other fees $13,750