# Delta Air Lines, INC. 401(k) Plan
Source: https://planprovider.pro/companies/delta-air-lines-inc-401k-plan-014

> Delta Air Lines, INC.'s 401(k) plan: 14,981 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Delta Air Lines, INC.

- **Sponsor EIN:** 580218548

- **Sponsor Address:** 1030 DELTA BOULEVARD, ATLANTA, GA, 303546001

- **Plan Type:** 401(k)

- **Total Participants:** 14,981

- **Total Assets:** $15.9B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|14,981|$15.9B|$737.2M|$333.5M|

| 2023|14,473|$13.7B|$608.7M|$289.3M|

| 2022|13,283|$11.5B|$459.1M|$204.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FINANCIAL ENGINES|NONE|$2,528,894|—|$2,528,894|

| ALLWORTH FINANCIAL|INVESTMENT ADVISOR|$2,193,582|—|$2,193,582|

| AMERICAN FINANCIAL ADVISORS|INVESTMENT ADVISOR|$441,835|—|$441,835|

| CREATIVE PLANNING|INVESTMENT ADVISOR|$379,051|—|$379,051|

| FISHER INVESTMENTS|INVESTMENT ADVISOR|$351,013|—|$351,013|

| SMITH ANGLIN FINANCIAL|INVESTMENT ADVISOR|$247,607|—|$247,607|

| TOTAL INVESTMENT MANAGEMENT|INVESTMENT ADVISOR|$230,592|—|$230,592|

| APOLLON WEALTH MANAGEMENT, LLC|INVESTMENT ADVISOR|$211,559|—|$211,559|

| SIGNATUREFD, LLC|INVESTMENT ADVISOR|$73,424|—|$73,424|

| SYMPHONY FINANCIAL, LTD. CO.|INVESTMENT ADVISOR|$73,424|—|$73,424|

| MOUNTAIN CAPITAL INVESTMENT AD|INVESTMENT ADVISOR|$47,502|—|$47,502|

| ZACKS INVESTMENT MANAGEMENT|INVESTMENT ADVISOR|$45,073|—|$45,073|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$41,697|—|$41,697|

| RIA INNOVATIONS|INVESTMENT ADVISOR|$40,275|—|$40,275|

| CAHILL FINANCIAL ADVISORS INC|INVESTMENT ADVISOR|$36,363|—|$36,363|

| ABOUND WEALTH MANAGEMENT, LLC|INVESTMENT ADVISOR|$30,553|—|$30,553|

| BDO USA, P.C.|NONE|$20,099|—|$20,099|

| MARINER PLATFORM SOLUTIONS|INVESTMENT ADVISOR|$19,005|—|$19,005|

| MORNINGSTAR INVESTMENTS ERV|INVESTMENT ADVISOR|$17,942|—|$17,942|

| ADAMS WEALTH ADVISORS|INVESTMENT ADVISOR|$16,455|—|$16,455|

| CRAWFORD INVST COUNSEL, INC.|INVESTMENT ADVISOR|$16,446|—|$16,446|

| ARBOR INVESTMENT ADVISORS|INVESTMENT ADVISOR|$15,321|—|$15,321|

| CAPITAL INVESTMENT ADVISORS, LLC|INVESTMENT ADVISOR|$11,905|—|$11,905|

| PCIA, LLC.|INVESTMENT ADVISOR|$10,184|—|$10,184|

| EP WEALTH ADVISORS, LLC|INVESTMENT ADVISOR|$9,724|—|$9,724|

| HALBERT HARGROVE GBL ADV LLC|INVESTMENT ADVISOR|$9,699|—|$9,699|

| EFFICIENT ADVISORS, LLC|INVESTMENT ADVISOR|$9,444|—|$9,444|

| HIGHTOWER ADVISORS, LLC|INVESTMENT ADVISOR|$8,696|—|$8,696|

| FOUNDATIONS INVESTMENT ADVISOR|INVESTMENT ADVISOR|$6,558|—|$6,558|

| CHOREO, LLC|INVESTMENT ADVISOR|$6,093|—|$6,093|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

- [ABOUND WEALTH MANAGEMENT, LLC](https://planprovider.pro/provider/abound-wealth-management-llc) — INVESTMENT ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — NONE

- [ARBOR INVESTMENT ADVISORS](https://planprovider.pro/provider/arbor-investment-advisors) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,150,015

- **Estimated Expense Ratio:** 0.045% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$6,621,405|$6,549,537|—|$20,099|—|

| 2023|$4,832,101|$4,684,480|—|$23,164|—|

| 2022|$2,622,028|$1,815,207|$791,249|—|$15,572|

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