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: 2,004
- Total Assets: $42.5M
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 | 2,004 | $42.5M | $927,256 | $2.6M |
| 2023 | 2,154 | $37.3M | $1.1M | $2.4M |
| 2022 | 1,568 | $30.4M | $1.3M | $2.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $151,297 | — | $151,297 |
| BDO USA, P.C. | NONE | $20,099 | — | $20,099 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- BDO USA, P.C. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,396
- Estimated Expense Ratio: 0.403% 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 | $176,044 | $4,648 | — | $20,099 | — |
| 2023 | $188,511 | $8,457 | — | $23,164 | — |
| 2022 | $182,376 | $4,169 | $162,739 | — | $15,468 |