Delta 401(k) Retirement Plan
Sponsored by Delta Air Lines, Inc. · EIN 580218548 · Plan #004
- Total assets
- $19.0B
- Net assets
- $19.0B
- Active participants
- 89,993
- With balances
- 107,760
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 |
| Total Investment Management, Inc. CRD 108818 | deterministic · 100% | 2024 |
| Capital Investment Advisors, Llc CRD 158055 | deterministic · 100% | 2024 |
| Signaturefd, Llc CRD 112758 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Brookstone Capital Management Llc CRD 141413 | fuzzy_auto · 96% | 2024 |
| Carnegie Capital Asset Management, Llc CRD 150488 | deterministic · 100% | 2024 |
| Rollins Financial Advisors, Llc CRD 312921 | deterministic · 100% | 2024 |
| Marks Group Wealth Management, Inc. CRD 148679 | deterministic · 100% | 2024 |
| Arbor Investment Advisors, Llc CRD 111077 | 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 | $8,690,989 |
| Fidelity Investments Institutional | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,305,205 |
| Allworth Financial | Investment advisory (participants), Investment management fees (direct) | $324,936 |
| American Financial Advisors | Investment advisory (participants), Investment management fees (direct) | $278,355 |
| Total Investment Management | Investment advisory (participants), Investment management fees (direct) | $49,177 |
| Capital Investment Advisors | Investment advisory (participants), Investment management fees (direct) | $48,999 |
| Signaturefd, Llc | Investment advisory (participants), Investment management fees (direct) | $24,490 |
| Creative Planning | Investment advisory (participants), Investment management fees (direct) | $23,919 |
| Fisher Investments | Investment advisory (participants), Investment management fees (direct) | $23,731 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $20,099 |
| Brookstone Capital Mgmt Llc | Investment advisory (participants), Investment management fees (direct) | $15,819 |
| Carnegie Investment Counsel | Investment advisory (participants), Investment management fees (direct) | $12,970 |
| Rollins Financial Advisors Llc | Investment advisory (participants), Investment management fees (direct) | $12,910 |
| Marks Group Wealth Management | Investment advisory (participants), Investment management fees (direct) | $8,790 |
| Arbor Investment Advisors | Investment advisory (participants), Investment management fees (direct) | $6,777 |
| Churchill Management Group | Investment advisory (participants), Investment management fees (direct) | $6,160 |