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Original filing (PDF)20251222162647NAL0014466096001
EXEL GLOBAL LOGISTICS, INC.
Form 5500
FILING_RECEIVED
EXEL GLOBAL LOGISTICS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 1.2 mo
Active participants
86
Accounts w/ balance
—
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
95
Concentration risk
75
Total plan cost
80
Vendor stack
75
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXEL GLOBAL LOGISTICS, INC..
Plan sponsor
Name
EXEL GLOBAL LOGISTICS, INC.
EIN
13-2622043
Address
2700 S COMMERCE PARKWAY · WESTON, FL · 33331
Phone
(954) 888-5553
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-22
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE HORWATH LLP | 35-0921680 | — | AUDITOR/LEGAL | $17K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 15-4214957 | — | ACTUARY | $117K | — |
Investments
1 pooled fund· $32.5M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| DPWN HOLDINGS USA,INC. MASTER TRUST DPWN HOLDINGS USA, INC. · EIN 32-6224784 / PN 007 | Master Trust | $32.5M | 97.0% |
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