CHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST

[ EIN: 33-0570869 | Plan No. 001 ]

Form 5500 filing classifies CHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST as a 401(k) plan, sponsored by CHANDLER ASSET MANAGEMENT, INC.. The plan is a Small Plan with 62 participants and total assets of $8,126,074 reported for the 2023 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: CHANDLER ASSET MANAGEMENT, INC.

Location: 6225 LUSK BLVD., SAN DIEGO, CA 92121

EIN: 330570869

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 62

Total Assets: $8,126,074

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