Original filing (PDF)20250924090458NAL0016716306001

XAEL CHARTERS, INC.

Name: XAEL CHARTERS, INC. — XAEL CHARTERS, INC. RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: XAEL CHARTERS, INC.

Form 5500-SF

FILING_RECEIVED

XAEL CHARTERS, INC. RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$860K

Net assets (EOY)

$860K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XAEL CHARTERS, INC..

Plan sponsor

Name

XAEL CHARTERS, INC.

EIN

65-0846227

Address

5345 S.W. 8TH STREET · MIAMI, FL · 33134

Phone

(305) 643-2200

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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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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