Piper Sandler Companies Retirement Plan
Sponsored by Piper Sandler Companies · EIN 300168701 · Plan #001
- Total assets
- $692M
- Net assets
- $692M
- Active participants
- 1,719
- With balances
- 2,719
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Candelo Capital Management Lp CRD 307389 | fuzzy_auto · 95% | 2024 |
| Tealwood Asset Management Inc CRD 105245 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $175,983 |
| Carlson Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $11,166 |
| Tealwood Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $6,223 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,175 |