Delek Us 401(k) Plan
Sponsored by Delek Us Holdings, Inc. · EIN 522319066 · Plan #001
- Total assets
- $392M
- Net assets
- $392M
- Active participants
- 3,733
- With balances
- 4,223
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $165,596 |
| Raymond James | Investment advisory (participants), Investment advisory (plan) | $90,000 |
| Cri Cpas And Advisors | Accounting | $88,000 |
| Nfp Retirement, Inc. | Investment advisory (plan), Investment management | $40,000 |
| Principal Financial Group | Consulting (general) | $27,300 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$184,054 |