Delta 401(k) Retirement Plan For Pilots
Sponsored by Delta Air Lines, Inc. · EIN 580218548 · Plan #014
- Total assets
- $15.9B
- Net assets
- $15.9B
- Active participants
- 14,981
- With balances
- 17,527
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Allworth Financial, L.P. CRD 111167 | fuzzy_auto · 96% | 2024 |
| American Financial Advisors Inc CRD 108530 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Total Investment Management, Inc. CRD 108818 | deterministic · 100% | 2024 |
| Apollon Wealth Management, Llc CRD 291902 | deterministic · 100% | 2024 |
| Signaturefd, Llc CRD 112758 | deterministic · 100% | 2024 |
| Symphony Financial, Ltd. Co. CRD 171816 | deterministic · 100% | 2024 |
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
| Zacks Investment Management, Inc. CRD 110897 | deterministic · 100% | 2024 |
| Cahill Financial Advisors, Inc. CRD 109890 | deterministic · 100% | 2024 |
| Abound Wealth Management, Llc CRD 285903 | deterministic · 100% | 2024 |
| Mariner Platform Solutions, Llc CRD 305418 | deterministic · 100% | 2024 |
| Adams Wealth Management Llc CRD 286087 | deterministic · 100% | 2024 |
| Arbor Investment Advisors, Llc CRD 111077 | deterministic · 100% | 2024 |
| Capital Investment Advisors, Llc CRD 158055 | deterministic · 100% | 2024 |
| Pca, Llc CRD 313096 | fuzzy_auto · 93% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| Halbert Hargrove Global Advisors, Llc CRD 105515 | fuzzy_auto · 93% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Foundations Investment Advisors Llc CRD 175083 | fuzzy_auto · 99% | 2024 |
| Choreo, Llc CRD 111221 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan), Direct payment from the plan | $2,528,894 |
| Allworth Financial | Investment advisory (participants), Investment management fees (direct) | $2,193,582 |
| American Financial Advisors | Investment advisory (participants), Investment management fees (direct) | $441,835 |
| Creative Planning | Investment advisory (participants), Investment management fees (direct) | $379,051 |
| Fisher Investments | Investment advisory (participants), Investment management fees (direct) | $351,013 |
| Smith Anglin Financial | Investment advisory (participants), Investment management fees (direct) | $247,607 |
| Total Investment Management | Investment advisory (participants), Investment management fees (direct) | $230,592 |
| Apollon Wealth Management, Llc | Investment advisory (participants), Investment management fees (direct) | $211,559 |
| Signaturefd, Llc | Investment advisory (participants), Investment management fees (direct) | $73,424 |
| Symphony Financial, Ltd. Co. | Investment advisory (participants), Investment management fees (direct) | $73,424 |
| Mountain Capital Investment Ad | Investment advisory (participants), Investment management fees (direct) | $47,502 |
| Zacks Investment Management | Investment advisory (participants), Investment management fees (direct) | $45,073 |
| Fidelity Investments Institutional | Recordkeeping, Participant loan processing, Direct payment from the plan | $41,697 |
| Ria Innovations | Investment advisory (participants), Investment management fees (direct) | $40,275 |
| Cahill Financial Advisors Inc | Investment advisory (participants), Investment management fees (direct) | $36,363 |
| Abound Wealth Management, Llc | Investment advisory (participants), Investment management fees (direct) | $30,553 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $20,099 |
| Mariner Platform Solutions | Investment advisory (participants), Investment management fees (direct) | $19,005 |
| Morningstar Investments Erv | Investment advisory (participants), Investment management fees (direct) | $17,942 |
| Adams Wealth Advisors | Investment advisory (participants), Investment management fees (direct) | $16,455 |
| Crawford Invst Counsel, Inc. | Investment advisory (participants), Investment management fees (direct) | $16,446 |
| Arbor Investment Advisors | Investment advisory (participants), Investment management fees (direct) | $15,321 |
| Capital Investment Advisors, Llc | Investment advisory (participants), Investment management fees (direct) | $11,905 |
| Pcia, Llc. | Investment advisory (participants), Investment management fees (direct) | $10,184 |
| Ep Wealth Advisors, Llc | Investment advisory (participants), Investment management fees (direct) | $9,724 |
| Halbert Hargrove Gbl Adv Llc | Investment advisory (participants), Investment management fees (direct) | $9,699 |
| Efficient Advisors, Llc | Investment advisory (participants), Investment management fees (direct) | $9,444 |
| Hightower Advisors, Llc | Investment advisory (participants), Investment management fees (direct) | $8,696 |
| Foundations Investment Advisor | Investment advisory (participants), Investment management fees (direct) | $6,558 |
| Choreo, Llc | Investment advisory (participants), Investment management fees (direct) | $6,093 |