Original filing (PDF)20250521133120NAL0006868738001

CHARLES XL CORPORATION

Name: CHARLES XL CORPORATION — CHARLES XL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHARLES XL CORPORATION

Form 5500-SF

FILING_RECEIVED

CHARLES XL CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$606K

Net assets (EOY)

$606K

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 CHARLES XL CORPORATION.

Plan sponsor

Name

CHARLES XL CORPORATION

EIN

93-0957155

Address

16757 S SPRINGWATER RD · OREGON CITY, OR · 97045

Phone

(503) 320-1787

Industry

Accommodation & Food Servicessee 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

2025-05-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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