Original filing (PDF)20250930142823NAL0005543843001

CHANDLER EXHIBITS, INC.

Name: CHANDLER EXHIBITS, INC. — CHANDLER EXHIBITS, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CHANDLER EXHIBITS, INC.

Form 5500

FILING_RECEIVED

CHANDLER EXHIBITS, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

132

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHANDLER EXHIBITS, INC..

Plan sponsor

Name

CHANDLER EXHIBITS, INC.

EIN

39-1625776

Address

13523 HUDSON ROAD SOUTH · AFTON, MN · 55001

Phone

(651) 389-5900

Industry

Manufacturingsee 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

2025-09-30

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FREEDOM FINANCIAL PARTNERS	46-1737213	—	NONE	$40K	—
ADVISORNET WEALTH MANAGEMENT	—	MINNEAPLOIS, MN

Investments

21 direct securities· $9.2M(89% of reported assets)

Other securities

$9.1M

20 holdings

Participant loans

$69K

1 holding

					% of plan
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$2.5M	24.3%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$1.5M	14.1%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Other securities	—	—	$1.2M	11.2%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$1.1M	10.4%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$917K	8.9%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$446K	4.3%
Vanguard Growth Index ETF Vanguard 0	Other securities	—	—	$338K	3.3%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$299K	2.9%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Other securities	—	—	$232K	2.2%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$169K	1.6%
American Funds EuroPacific Gr R6 American Funds 0 146 DFA U.S. Core Equity II Fund Instl DFA 0	Other securities	—	—	$121K	1.2%
DFA U.S. Small Cap Portfolio I DFA 0	Other securities	—	—	$118K	1.1%
DFA International Core Eqty 2 Port DFA 0	Other securities	—	—	$79K	0.8%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$69K	0.7%
American Funds New World R6 American Funds 0	Other securities	—	—	$55K	0.5%
Federated Hermes Govt Obl IS Federated 0	Other securities	—	—	$44K	0.4%
DFA Global Real Estate Securities DFA 0	Other securities	—	—	$30K	0.3%
Vanguard Wellesley Income Inv Vanguard 0	Other securities	—	—	$20K	0.2%
Federated Hermes Ttl Return Bd IS Federated 0	Other securities	—	—	$13K	0.1%
Dodge & Cox Income Fund I Dodge 0	Other securities	—	—	$5K	<0.1%
DFA Five Year Global Fixed Income Port I DFA 0	Other securities	—	—	$3K	<0.1%