How big is Air Charter Advisors Inc.'s plan?

Air Charter Advisors Inc.'s plan reported $466K in assets and 3 participants for 2024.

Original filing (PDF)20250630165123NAL0012046209001

Air Charter Advisors Inc.

Name: Air Charter Advisors Inc. — Air Charter Advisors, Form 5500 (2024)
Creator: Air Charter Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Air Charter Advisors Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Air Charter Advisors Inc.'s Air Charter Advisors Inc. 401(k) Profit Sharing Plan & Trust held $466K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

People on this filing

Nick Rice signed Air Charter Advisors Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Air Charter Advisors Inc.'s EIN is 27-3207008.

EIN 27-3207008

Plan number 001

Plan year 2024

ACK ID 20250630165123NAL0012046209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Air Charter Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Air Charter Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIR CHARTER ADVISORS INC..

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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