Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DELVE HOLDINGS, INC.
EIN 47-2364366Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$93.1M assets
Welfare
0
Participants
604
1011 WESTERN AVENUE, SUITE 706 - SEATTLE, WA 98104206-588-8200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $93.1M assets / 604 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
DELVE HOLDINGS, INC. 401(K) PLAN
401k
Assets$79.4M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DELVE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.7M
Participants260
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 | DELVE HOLDINGS, INC. 401(K) PLAN | 401k | $79.4M | 344 | 2024 | |
| 002 | DELVE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.7M | 260 | 2024 |
Retirement plans