AUMdb

Chandler Exhibits, Inc. 401(k) Retirement Plan

Sponsored by Chandler Exhibits, Inc. · EIN 391625776 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
99
With balances
132

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Freedom Financial Partners Llc CRD 327560 deterministic · 100% 2024
Advenire Wealth Management Llc CRD 301177 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Freedom Financial Partners Investment advisory (plan), Direct payment from the plan $39,800
Ascensus Llc Other commissions, Other fees, Recordkeeping fees $16,918
Advisornet Wealth Management Investment advisory (plan), Direct payment from the plan $9,818