Original filing (PDF)20250818164525NAL0000761779001

SANDLER CAPITAL MANAGEMENT

Name: SANDLER CAPITAL MANAGEMENT — SANDLER CAPITAL MANAGEMENT CASH BALANCE PLAN, Form 5500 (2024)
Creator: SANDLER CAPITAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

SANDLER CAPITAL MANAGEMENT CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANDLER CAPITAL MANAGEMENT.

Plan sponsor

Name

SANDLER CAPITAL MANAGEMENT

EIN

11-2792496

Address

711 FIFTH AVENUE · 5TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 754-8155

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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