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  1. Companies/
  2. Delta Financial Advisors, L.L.C.

Filings through Oct 24, 2026.

Delta Financial Advisors, L.L.C.

EIN 02-0630347-financial services-Latest filing 2025
Plans
1
Retirement
1
$8.8M assets
Health & Benefits
0
Participants
4
111 VETERANS MEMORIAL BOULEVARD, SUITE 1555 - METAIRIE, LA 70005504-522-9019deltafinad.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$8.8M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

DELTA FINANCIAL ADVISORS, L.L.C. 401(K) PROFIT SHARING PLAN

401(k)

Assets$8.8M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DELTA FINANCIAL ADVISORS, L.L.C. 401(K) PROFIT SHARING PLAN401(k)$8.8M42025
  • DELTA FINANCIAL ADVISORS, L.L.C. 401(K) PROFIT SHARING PLAN$8.8M
    #001 · 401(k) · 20254
Retirement plans
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