Chandler Asset Management, Inc.

North Carolina
Registered In
09/14/2023
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Chandler Asset Management, Inc. at 6225 Lusk Blvd, San Diego, Ca 92121 lists Martin D Cassell and Nicole Dragoo of San Diego, CA as associates.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Business Corporation
Status
Current-Active
Registration Type
Foreign
Foreign Jurisdiction
California
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People

Ct Corporation System Registered Agent
160 MINE LAKE CT STE 200, RALEIGH, NC 27615
Martin D Cassell
6225 LUSK BLVD, SAN DIEGO, CA 92121-2796
Nicole Dragoo
6225 LUSK BLVD, SAN DIEGO, CA 92121-2796
Jayson Schmitt
6225 LUSK BLVD, SAN DIEGO, CA 92121-2796

Map & Locations

6225 LUSK BLVD, SAN DIEGO, CA 92121 View Map
160 MINE LAKE CT STE 200, RALEIGH, NC 27615 (Mailing) View Map

Financials

Financial Information for Chandler Asset Management, Inc.

Form 5500

CHANDLER ASSET MANAGEMENT, INC.

6225 Lusk Blvd., San Diego, Ca 92121 (858) 546-3737 EIN:33-0570869 Plan Admin:Martin D. Cassell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY52 / 62 Assets BOY/EOY$6,531,310 / $8,126,074 2023 CHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST - Plan #001 52 / 62 $6,531,310 / $8,126,074
2023 Plan NameCHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Plan #002 Participants BOY/EOY44 / 52 Assets BOY/EOY$0 / $0 2023 CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST - Plan #002 44 / 52 $0 / $0
2022 Plan NameCHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY44 / 52 Assets BOY/EOY$7,436,151 / $6,531,310 2022 CHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST - Plan #001 44 / 52 $7,436,151 / $6,531,310
2022 Plan NameCHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Plan #002 Participants BOY/EOY37 / 43 Assets BOY/EOY$0 / $0 2022 CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST - Plan #002 37 / 43 $0 / $0
2021 Plan NameCHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY38 / 44 Assets BOY/EOY$6,123,730 / $7,436,151 2021 CHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST - Plan #001 38 / 44 $6,123,730 / $7,436,151
2021 Plan NameCHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Plan #002 Participants BOY/EOY34 / 36 Assets BOY/EOY$0 / $0 2021 CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST - Plan #002 34 / 36 $0 / $0
2020 Plan NameCHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY36 / 38 Assets BOY/EOY$5,137,302 / $6,123,730 2020 CHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST - Plan #001 36 / 38 $5,137,302 / $6,123,730
2020 Plan NameCHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Plan #002 Participants BOY/EOY32 / 32 Assets BOY/EOY$0 / $0 2020 CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST - Plan #002 32 / 32 $0 / $0
2019 Plan NameCHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY36 / 36 Assets BOY/EOY$4,171,768 / $5,137,302 2019 CHANDLER ASSET MANAGEMENT, INC. RETIREMENT TRUST - Plan #001 36 / 36 $4,171,768 / $5,137,302
2019 Plan NameCHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Plan #002 Participants BOY/EOY31 / 32 Assets BOY/EOY$0 / $0 2019 CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST - Plan #002 31 / 32 $0 / $0
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor
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