· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHANDLER ASSET MANAGEMENT, INC. — CHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240717122622NAL0002359555001
CHANDLER ASSET MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
CHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
47
Accounts w/ balance
59
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHANDLER ASSET MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
CHANDLER ASSET MANAGEMENT, INC.
EIN
33-0570869
Address
6225 LUSK BLVD. · SAN DIEGO, CA · 92121
Phone
(858) 546-3737
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
WARWICK INVESTMENT GROUP
WARWICK INVESTMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST
$8.1M · 64 participants
MATTER LLC
MATTER LLC 401(K) PLAN
$8.1M · 46 participants
MILLER/HOWARD INVESTMENTS, INC.
MILLER/HOWARD INVESTMENTS, INC. 401K PROFIT SHARING PLAN & TRUST
$8.1M · 33 participants
YHB INVESTMENT ADVISORS, INC.
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 32 participants
ENTERPRISE ASSET MANAGEMENT, INC.
ENTERPRISE ASSET MANAGEMENT, INC. RETIREMENT 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.1M · 9 participants
NICHOLAS PASCARELLA & CO., LLC
NICHOLAS PASCARELLA & CO. 401(K) PROFIT SHARING PLAN
$8.1M · 11 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
