How big is XEL USA, Inc.'s plan?

XEL USA, Inc.'s plan reported $317K in assets and 2 participants for 2024.

Original filing (PDF)20260324152628NAL0001592819001

XEL USA, Inc.

Name: XEL USA, Inc. — XEL USA, Inc. 401(k) Plan, Form 5500 (2024)
Creator: XEL USA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

XEL USA, Inc. 401(k) Plan

401(k) retirement plan · XEL USA, Inc.'s XEL USA, Inc. 401(k) Plan held $317K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

Plan identifiers

XEL USA, Inc.'s EIN is 26-3597584.

EIN 26-3597584

Plan number 001

Plan year 2024

ACK ID 20260324152628NAL0001592819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for XEL USA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

XEL USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

XEL USA, INC.

EIN

all filings

Address

25231 PASEO DE ALICIA, SUITE 130 · LAGUNA HILLS, CA · 92653

Phone

(949) 425-8686

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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