Form 5500 Search

SANDHILL INVESTMENT MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
8
Active participants
10,450
Total plan assets
$628.8M
Filings (rows)
8
Direct comp
$560K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant5
Other3

Top plans served

All 8 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WEST HERR FORD, INC.
WEST HERR EMPLOYEES' RETIREMENT PLAN
BLASDELL, NY
Advisor / Consultant
ADVISOR
3,152$176.7M$180K
WEST HERR FORD, INC.
WEST HERR EMPLOYEES' RETIREMENT PLAN
BLASDELL, NY
Advisor / Consultant
ADVISOR
2,800$154.7M$164K
WEST HERR FORD, INC.
WEST HERR EMPLOYEES' RETIREMENT PLAN
BLASDELL, NY
Advisor / Consultant
ADVISOR
2,421$127.3M$158K
EXCELSIOR ORTHOPAEDICS LLP
EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN
AMHERST, NY
Other
NONE
655$63.0M$11K
EXCELSIOR ORTHOPAEDICS LLP
EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN
AMHERST, NY
Other
NONE
598$50.4M$8K
EXCELSIOR ORTHOPAEDICS LLP
EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN
AMHERST, NY
Other
NONE
531$39.3M$8K
TRANSITOWNE DODGE ASSOCIATES LP
TRANSITOWNE DODGE 401(K) PLAN
WILLIAMSVILLE, NY
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
149$8.9M$15K
TRANSITOWNE DODGE ASSOCIATES LP
TRANSITOWNE DODGE 401(K) PLAN
WILLIAMSVILLE, NY
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
144$8.5M$15K