# Chandler Investor Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chandler-investor-services-inc-401k-plan

> Chandler Investor Services, INC.'s 401(k) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chandler Investor Services, INC.

- **Sponsor EIN:** 990988317

- **Sponsor Address:** 9255 TOWNE CENTRE DR., SUITE 600, SAN DIEGO, CA, 92121

- **Plan Type:** 401(k)

- **Total Participants:** 47

- **Total Assets:** $9.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|47|$9.0M|$20,710|$81,751|

## Similar Plans

- [Ironwood Capital Management](https://planprovider.pro/companies/ironwood-capital-management-401k-plan) — 46 participants

- [Top Tier Capital Partners LLC](https://planprovider.pro/companies/top-tier-capital-partners-llc-401k-plan) — 46 participants

- [Sombrilla Management, LLC](https://planprovider.pro/companies/sombrilla-management-llc-401k-plan) — 49 participants

- [Pacific Oak Holding Group, LLC](https://planprovider.pro/companies/pacific-oak-holding-group-llc-401k-plan) — 49 participants

- [Baker Avenue Asset Management, LP](https://planprovider.pro/companies/baker-avenue-asset-management-lp-plan) — 44 participants

- [Kleiner Perkins Caufield & Byers, LLC](https://planprovider.pro/companies/168067-01-kleiner-perkins-caufield-byers-llc-401k-plan) — 50 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chandler-investor-services-inc-401k-plan)

© 2026 PlanProvider.Pro