Original filing (PDF)20250610150112NAL0025785648001

SAND HILL GLOBAL ADVISORS

Name: SAND HILL GLOBAL ADVISORS — SAND HILL GLOBAL ADVISORS RETIREMENT TRUST, Form 5500 (2024)
Creator: SAND HILL GLOBAL ADVISORS

Form 5500-SF

FILING_RECEIVED

SAND HILL GLOBAL ADVISORS RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

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 SAND HILL GLOBAL ADVISORS.

Plan sponsor

Name

SAND HILL GLOBAL ADVISORS

EIN

41-2262283

Address

245 LYTTON AVENUE · SUITE 300 · PALO ALTO, CA · 94301

Phone

(650) 687-8119

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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