Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANDLER CAPITAL MANAGEMENT
EIN 11-2792496Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$43.1M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SANDLER CAPITAL MANAGEMENT 401(K) PLAN
401k
Assets$28.4M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SANDLER CAPITAL MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$14.7M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SANDLER CAPITAL MANAGEMENT 401(K) PLAN | 401k | $28.4M | 32 | 2025 | |
| 003 | SANDLER CAPITAL MANAGEMENT CASH BALANCE PLAN | CashBalance | $14.7M | 18 | 2024 |
Retirement plans