How big is Sand Hill Global Advisors' plan?

Sand Hill Global Advisors' plan reported $19.3M in assets and 32 participants for 2025.

Original filing (PDF)20260428153059NAL0021155842001

Sand Hill Global Advisors

Name: Sand Hill Global Advisors — Sand Hill Global, Form 5500 (2025)
Creator: Sand Hill Global Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sand Hill Global Advisors Retirement Trust

401(k) retirement plan · Sand Hill Global Advisors' Sand Hill Global Advisors Retirement Trust held $19.3M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

People on this filing

Jay Amini signed Sand Hill Global Advisors' 2025 Form 5500 as plan administrator.

Jay Amini — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sand Hill Global Advisors' EIN is 41-2262283.

EIN 41-2262283

Plan number 001

Plan year 2025

ACK ID 20260428153059NAL0021155842001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sand Hill Global Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sand Hill Global Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAND HILL GLOBAL ADVISORS.

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score