# Group Delta Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/group-delta-consultants-inc-401k-plan

> Group Delta Consultants, INC.'s 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Group Delta Consultants, INC.

- **Sponsor EIN:** 330174114

- **Sponsor Address:** 32 MAUCHLY STE B, IRVINE, CA, 92618

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

- **Total Participants:** 77

- **Total Assets:** $14.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|77|$14.6M|$114,561|$811,265|

| 2023|84|$12.5M|$116,387|$726,564|

| 2022|85|$16.0M|$257,934|$702,022|

## 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|

| RAYMOND JAMES|INVESTMENT/FINANCIAL ADVI|$25,453|—|$25,453|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT/FINANCIAL ADVI|$6,857|—|$6,857|

| WRIGHT FORD YOUNG & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES](https://planprovider.pro/provider/john-hancock) — INVESTMENT/FINANCIAL ADVI

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT/FINANCIAL ADVI

- [WRIGHT FORD YOUNG & CO.](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,310

- **Estimated Expense Ratio:** 0.221% 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|$34,042|$32,312|—|—|—|

| 2023|$34,254|$32,334|—|—|—|

| 2022|$42,386|—|—|—|—|

## Similar Plans

- [Arris Composites, INC.](https://planprovider.pro/companies/arris-composites-inc-401k-plan) — 77 participants

- [Triple Ring Technologies, INC.](https://planprovider.pro/companies/triple-ring-technologies-inc-401k-plan) — 74 participants

- [Ids Group, INC.](https://planprovider.pro/companies/ids-group-inc-401k-plan) — 80 participants

- [Percipient.Ai, INC.](https://planprovider.pro/companies/percipient-ai-inc-401k-plan) — 72 participants

- [Water Systems Consulting, INC.](https://planprovider.pro/companies/water-systems-consulting-inc-401k-plan) — 72 participants

- [V&A Consulting Engineers, INC.](https://planprovider.pro/companies/v-a-consulting-engineers-inc-plan) — 71 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/group-delta-consultants-inc-401k-plan)

© 2026 PlanProvider.Pro