Original filing (PDF)20241107075222NAL0006409523001

SANDERS CAPITAL LLC

Name: SANDERS CAPITAL LLC — SANDERS CAPITAL, LLC 401K PROFIT SHARING PLAN TRUST, Form 5500 (2023)
Creator: SANDERS CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

SANDERS CAPITAL, LLC 401K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANDERS CAPITAL LLC.

Plan sponsor

Name

SANDERS CAPITAL LLC

EIN

27-0705845

Address

777 S. FLAGLER DRIVE · PHILLIPS POINT E TOWER, STE 1100 · WEST PALM BEACH, FL · 33401

Phone

(212) 291-7912

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-29

Filed

2024-11-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NORTHERN COMMUNITY INVESTMENT CORPORATION

NCIC FAMILY 403(B) RETIREMENT PLAN

LEVERONI FINANCIAL MANAGEMENT CORP.

LEVERONI FINANCIAL MANAGEMENT CORP. 401(K) RETIREMENT PLAN

BARKER FINANCIAL GROUP, INC.

BARKER FINANCIAL GROUP, INC. 401(K) PS PLAN

THE TROUT GROUP, LLC

THE TROUT GROUP DEFINED BENEFIT PLAN

JEFFREY A SCALES

JEFFREY A SCALES DEFINED BENEFIT PLAN