Chandler Asset Management, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Chandler Asset Management, INC.
  • Sponsor EIN: 330570869
  • Sponsor Address: 9255 TOWNE CENTRE DRIVE, SAN DIEGO, CA, 92121
  • Plan Type: DC
  • Total Participants: 37
  • Total Assets: $14.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202437$14.6M$937,995$0
202335$7.6M$826,044$0
202229$5.3M$716,847$0

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