AUMdb

The Delta Pension Plan

Sponsored by Delta Community Supports, Inc. · EIN 232016631 · Plan #001

Total assets
$25.0M
Net assets
$25.0M
Active participants
494
With balances
630

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Blb & B Advisors, Llc CRD 139096 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $60,769
Blb & B Advisors, Llc Investment advisory (plan), Direct payment from the plan $59,792