Plan Snapshot
- Plan Sponsor: Delta Pilots Mutual Aid, INC.
- Sponsor EIN: 582308503
- Sponsor Address: 100 HARTSFIELD CENTRE PKWY, ATLANTA, GA, 30354
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 16,900
- Total Assets: $79.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 16,900 | $79.3M | $0 | $0 |
| 2024 | 17,032 | $65.8M | $0 | $39.6M |
| 2023 | 16,565 | $49.4M | $0 | $40.1M |
| 2022 | 14,640 | $26.2M | $0 | $21.9M |
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 |
|---|---|---|---|---|
| EMPLOYEE A | Other Service Provider | $201,882 | — | $201,882 |
| EMPLOYEE C | Other Service Provider | $138,714 | — | $138,714 |
| CARR RIGGS & INGRAM, LLC | Other Service Provider | $50,050 | — | $50,050 |
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $48,000 | — | $48,000 |
| TRUSTEE D | Custodian / Trustee | $44,480 | — | $44,480 |
| EMPLOYEE D | Other Service Provider | $41,738 | — | $41,738 |
| EMPLOYEE B | Other Service Provider | $39,572 | — | $39,572 |
| DAVIES ACTUARIAL, AUDIT & COUNSELIN | Actuary | $34,344 | — | $34,344 |
| FERENCZY BENEFTIS LAW CENTER LLP | ERISA Attorney | $18,825 | — | $18,825 |
| RELIANCE TRUST COMPANY | Custodian / Trustee | $16,563 | — | $16,563 |
| TRUSTEE B | Custodian / Trustee | $13,903 | — | $13,903 |
| CLAIMVANTAGE, INC. | Other Service Provider | $13,068 | — | $13,068 |
| TRUSTEE C | Custodian / Trustee | $12,627 | — | $12,627 |
| TRUSTEEE E | Custodian / Trustee | $5,803 | — | $5,803 |
| TRUSTEE A | Custodian / Trustee | $5,131 | — | $5,131 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $684,700
- Estimated Expense Ratio: 0.864% 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 |
|---|---|---|---|---|---|
| 2025 | $33,891,512 | $120,695 | — | $50,050 | — |
| 2024 | $1,939,401 | $147,663 | $1,862 | $68,500 | — |
| 2023 | $1,913,573 | $178,666 | $985,936 | — | — |
| 2022 | $1,557,652 | $78,933 | — | — | $830,444 |