Delta Health Alliance 401(k) match, vesting and fees
What Delta Health Alliance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Taylor, Powell, Wilson & Hartford (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| Delta Health Alliance: employer contribution per participant | $1,515 | |
| Peer median | $1,775 |
| Delta Health Alliance: average balance | $17,551 | |
| Peer median | $48,211 |
| Delta Health Alliance: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.1M at the end of plan year 2021 to $14.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 847 | $14.8M | $1.3M | $1,515 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 813 | $12.7M | $1.3M | $1,702 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 650 | $9.9M | $1.1M | $1,651 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 604 | $11.1M | $1.1M | $1,896 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Delta Health Alliance match 401(k) contributions?
The match terms for the Delta Health Alliance, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $1,515 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Delta Health Alliance 401(k) match vested?
The vesting schedule for the Delta Health Alliance, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Delta Health Alliance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs. The plan administrator is Delta Health Alliance, Inc..
I left Delta Health Alliance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Delta Health Alliance, Inc., (662) 686-7004) or the recordkeeper, Capital Group Retirement Plan Svcs. The Delta Health Alliance old 401(k) page lists the contacts from every plan filing. Find an old Delta Health Alliance 401(k)
Data from the public Form 5500 annual reports Delta Health Alliance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Delta Health Alliance. Not financial advice. Report a correction · Methodology