Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DELTA MANAGED SOLUTIONS, INC.
EIN 47-0926082management consultingLatest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
135
1451 RIVER PARK DRIVE, SUITE 180 - SACRAMENTO, CA 95815916-649-6461charteradmin.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 135 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DELTA MANAGED SOLUTIONS, INC. 401(K) PS PLAN
401k
Assets$3.0M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DELTA MANAGED SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.9M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DELTA MANAGED SOLUTIONS, INC. 401(K) PS PLAN | 401k | $3.0M | 67 | 2024 | |
| 002 | DELTA MANAGED SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 68 | 2024 |
Retirement plans