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  2. Sand Hill Global Advisors

Filings through Oct 24, 2026.

Sand Hill Global Advisors

EIN 41-2262283-investment management-Latest filing 2025
Plans
1
Retirement
1
$19.3M assets
Health & Benefits
0
Participants
43
245 LYTTON AVENUE, SUITE 300 - PALO ALTO, CA 94301650-687-8119sandhillglobaladvisors.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$19.3M - 43 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SAND HILL GLOBAL ADVISORS RETIREMENT TRUST

401(k)

Assets$19.3M
Participants43
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SAND HILL GLOBAL ADVISORS RETIREMENT TRUST401(k)$19.3M432025
  • SAND HILL GLOBAL ADVISORS RETIREMENT TRUST$19.3M
    #001 · 401(k) · 202543
Retirement plans
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