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: 1,080
- Total Assets: $114.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,080 | $114.5M | $4.1M | $8.8M |
| 2023 | 1,031 | $94.8M | $3.7M | $8.0M |
| 2022 | 841 | $73.4M | $2.6M | $6.0M |
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 | $25,478 | — | $25,478 |
| BDO USA, P.C. | NONE | $20,099 | — | $20,099 |
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $15,609 | — | $15,609 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — NONE
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,186
- Estimated Expense Ratio: 0.053% 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 | $61,291 | $25,583 | — | $20,099 | — |
| 2023 | $63,640 | $25,000 | — | $23,164 | — |
| 2022 | $55,377 | $21,162 | $18,747 | — | $15,468 |