Original filing (PDF)20250630165123NAL0012046209001

AIR CHARTER ADVISORS INC.

Name: AIR CHARTER ADVISORS INC. — AIR CHARTER ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: AIR CHARTER ADVISORS INC.

Form 5500-SF

FILING_RECEIVED

AIR CHARTER ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIR CHARTER ADVISORS INC..

Plan sponsor

Name

AIR CHARTER ADVISORS INC.

EIN

27-3207008

Address

1717 SWEDE RD STE 214 · BLUE BELL, PA · 19422

Phone

(516) 353-3999

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

TWO BEAR AIR RESCUE FOUNDATION 403(B) RETIREMENT PLAN

TWO BEAR AIR RESCUE FOUNDATION

$467K · 9 participants

DTG AVIATION, INC.

DTG AVN 401(K) PLAN

$468K · 11 participants

WARD AVIATION MANAGEMENT LLC

WARD AVIATION 401(K) PLAN

$470K · 10 participants

RENNIA GLOBAL LLC

RENNIA GLOBAL LLC 401K PLAN

$471K · 136 participants

PARAMOUNT BUSINESS JETS, LLC

PARAMOUNT BUSINESS JETS 401(K) PLAN

$461K · 13 participants