Assets by plan
Share of aggregate retirement assets
Filings through .
Delve Holdings, Inc.
EIN 47-2364366Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$105.6M assets
Health & Benefits
0
Participants
612
1011 WESTERN AVENUE, SUITE 706 - SEATTLE, WA 98104206-588-8200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $105.6M assets / 612 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DELVE HOLDINGS, INC. 401(K) PLAN
401(k)
Assets$85.1M
Participants357
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DELVE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$20.5M
Participants255
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DELVE HOLDINGS, INC. 401(K) PLAN | 401(k) | $85.1M | 357 | 2025 |
| #002 | DELVE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.5M | 255 | 2025 |
- #001 · 401(k) · 2025357
- #002 · ESOP · 2025255
Retirement plans