Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#003)$14.7M
Filings through .
Sandler Capital Management
EIN 11-2792496Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$43.1M assets
Health & Benefits
0
Participants
50
711 FIFTH AVENUE, 5TH FLOOR - NEW YORK, NY 10022212-754-8155
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $43.1M assets / 50 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SANDLER CAPITAL MANAGEMENT 401(K) PLAN
401(k)
Assets$28.4M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SANDLER CAPITAL MANAGEMENT CASH BALANCE PLAN
Cash balance
Assets$14.7M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SANDLER CAPITAL MANAGEMENT 401(K) PLAN | 401(k) | $28.4M | 32 | 2025 |
| #003 | SANDLER CAPITAL MANAGEMENT CASH BALANCE PLAN | Cash balance | $14.7M | 18 | 2024 |
- #002 · 401(k) · 202532
- #003 · Cash balance · 202418
Retirement plans