THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO

Plan Contact

  • Address: 1030 DELTA BOULEVARD,,ATLANTA,GA
  • Contact person: KELLEY ELLIOTT
  • Phone: (404) 715-2600

Plan General Information

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO is $6,320,187.00.This plan was established in 2010.

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO is 123

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO is $51,383.00

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO is $3,717.00.

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO is approximately $4,442.00
Investing in this additonal $4,442.00 for 20 years would give you extra $284,317.00, assuming a 10% annual return.

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO Total Employer Contribution and Match Rate

In 2023, THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO allocates $546,423.00 to match its employees' contributions, providing an employer match rate of 123.50% of their contributions

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO is 40.43%.

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO is 18.38%. This measures the effectiveness of the plan participants' investments in the year.

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO Expense Ratio

In 2023, the investment and administrative expense ratio of THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO is 0.50%.

Enrollment Features

THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …