Civic Intelligence

Delegate Advisors LLC

Plan context: Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust

EIN 27-2018413 • Chapel Hill, NC • 13 filings • 2 plans

101 Glen Lennox DriveSuite 150Chapel Hill, NC 27517
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,610,881

2025 Contributions

$352,170

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,610,881$1,305,441$0201320192025YearValue
$2,610,881Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1790201320192025YearValue
14Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025114$2,610,881$352,170$25,155iApproximate average salary by contribution assumption: employee only about $628,875 at 4% or $419,250 at 6%; with 50% employer match about $419,250 at 4% or $279,500 at 6%; with 100% employer match about $314,438 at 4% or $209,625 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-14$2,610,881$352,170$25,155iApproximate average salary by contribution assumption: employee only about $628,875 at 4% or $419,250 at 6%; with 50% employer match about $419,250 at 4% or $279,500 at 6%; with 100% employer match about $314,438 at 4% or $209,625 at 6%.
2024116$2,113,168$294,369$18,398iApproximate average salary by contribution assumption: employee only about $459,952 at 4% or $306,634 at 6%; with 50% employer match about $306,634 at 4% or $204,423 at 6%; with 100% employer match about $229,976 at 4% or $153,317 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-16$2,113,168$294,369$18,398iApproximate average salary by contribution assumption: employee only about $459,952 at 4% or $306,634 at 6%; with 50% employer match about $306,634 at 4% or $204,423 at 6%; with 100% employer match about $229,976 at 4% or $153,317 at 6%.
2023117$1,796,628$256,988$15,117iApproximate average salary by contribution assumption: employee only about $377,924 at 4% or $251,949 at 6%; with 50% employer match about $251,949 at 4% or $167,966 at 6%; with 100% employer match about $188,962 at 4% or $125,975 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-17$1,796,628$256,988$15,117iApproximate average salary by contribution assumption: employee only about $377,924 at 4% or $251,949 at 6%; with 50% employer match about $251,949 at 4% or $167,966 at 6%; with 100% employer match about $188,962 at 4% or $125,975 at 6%.
2022117$1,315,244$341,726$20,102iApproximate average salary by contribution assumption: employee only about $502,538 at 4% or $335,025 at 6%; with 50% employer match about $335,025 at 4% or $223,350 at 6%; with 100% employer match about $251,269 at 4% or $167,513 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-17$1,315,244$341,726$20,102iApproximate average salary by contribution assumption: employee only about $502,538 at 4% or $335,025 at 6%; with 50% employer match about $335,025 at 4% or $223,350 at 6%; with 100% employer match about $251,269 at 4% or $167,513 at 6%.
2021115$1,179,637$226,260$15,084iApproximate average salary by contribution assumption: employee only about $377,100 at 4% or $251,400 at 6%; with 50% employer match about $251,400 at 4% or $167,600 at 6%; with 100% employer match about $188,550 at 4% or $125,700 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-15$1,179,637$226,260$15,084iApproximate average salary by contribution assumption: employee only about $377,100 at 4% or $251,400 at 6%; with 50% employer match about $251,400 at 4% or $167,600 at 6%; with 100% employer match about $188,550 at 4% or $125,700 at 6%.
2020114$834,151$143,300$10,236iApproximate average salary by contribution assumption: employee only about $255,893 at 4% or $170,595 at 6%; with 50% employer match about $170,595 at 4% or $113,730 at 6%; with 100% employer match about $127,946 at 4% or $85,298 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-14$834,151$143,300$10,236iApproximate average salary by contribution assumption: employee only about $255,893 at 4% or $170,595 at 6%; with 50% employer match about $170,595 at 4% or $113,730 at 6%; with 100% employer match about $127,946 at 4% or $85,298 at 6%.
2019113$587,931$111,454$8,573iApproximate average salary by contribution assumption: employee only about $214,335 at 4% or $142,890 at 6%; with 50% employer match about $142,890 at 4% or $95,260 at 6%; with 100% employer match about $107,167 at 4% or $71,445 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-13$587,931$111,454$8,573iApproximate average salary by contribution assumption: employee only about $214,335 at 4% or $142,890 at 6%; with 50% employer match about $142,890 at 4% or $95,260 at 6%; with 100% employer match about $107,167 at 4% or $71,445 at 6%.
2018113$571,440$118,255$9,097iApproximate average salary by contribution assumption: employee only about $227,413 at 4% or $151,609 at 6%; with 50% employer match about $151,609 at 4% or $101,073 at 6%; with 100% employer match about $113,707 at 4% or $75,804 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-13$571,440$118,255$9,097iApproximate average salary by contribution assumption: employee only about $227,413 at 4% or $151,609 at 6%; with 50% employer match about $151,609 at 4% or $101,073 at 6%; with 100% employer match about $113,707 at 4% or $75,804 at 6%.
2017113$494,781$138,221$10,632iApproximate average salary by contribution assumption: employee only about $265,810 at 4% or $177,206 at 6%; with 50% employer match about $177,206 at 4% or $118,138 at 6%; with 100% employer match about $132,905 at 4% or $88,603 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-13$494,781$138,221$10,632iApproximate average salary by contribution assumption: employee only about $265,810 at 4% or $177,206 at 6%; with 50% employer match about $177,206 at 4% or $118,138 at 6%; with 100% employer match about $132,905 at 4% or $88,603 at 6%.
2016113$314,123$149,544$11,503iApproximate average salary by contribution assumption: employee only about $287,585 at 4% or $191,723 at 6%; with 50% employer match about $191,723 at 4% or $127,815 at 6%; with 100% employer match about $143,792 at 4% or $95,862 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-13$314,123$149,544$11,503iApproximate average salary by contribution assumption: employee only about $287,585 at 4% or $191,723 at 6%; with 50% employer match about $191,723 at 4% or $127,815 at 6%; with 100% employer match about $143,792 at 4% or $95,862 at 6%.
2015110$146,376$63,500$6,350iApproximate average salary by contribution assumption: employee only about $158,750 at 4% or $105,833 at 6%; with 50% employer match about $105,833 at 4% or $70,556 at 6%; with 100% employer match about $79,375 at 4% or $52,917 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-10$146,376$63,500$6,350iApproximate average salary by contribution assumption: employee only about $158,750 at 4% or $105,833 at 6%; with 50% employer match about $105,833 at 4% or $70,556 at 6%; with 100% employer match about $79,375 at 4% or $52,917 at 6%.
201418$87,107$41,802$5,225iApproximate average salary by contribution assumption: employee only about $130,631 at 4% or $87,088 at 6%; with 50% employer match about $87,088 at 4% or $58,058 at 6%; with 100% employer match about $65,316 at 4% or $43,544 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-8$87,107$41,802$5,225iApproximate average salary by contribution assumption: employee only about $130,631 at 4% or $87,088 at 6%; with 50% employer match about $87,088 at 4% or $58,058 at 6%; with 100% employer match about $65,316 at 4% or $43,544 at 6%.
201315$43,403$42,892$8,578iApproximate average salary by contribution assumption: employee only about $214,460 at 4% or $142,973 at 6%; with 50% employer match about $142,973 at 4% or $95,316 at 6%; with 100% employer match about $107,230 at 4% or $71,487 at 6%.
Delegate Advisors LLC 401(K) Profit Sharing Plan & Trust-5$43,403$42,892$8,578iApproximate average salary by contribution assumption: employee only about $214,460 at 4% or $142,973 at 6%; with 50% employer match about $142,973 at 4% or $95,316 at 6%; with 100% employer match about $107,230 at 4% or $71,487 at 6%.