Plan Snapshot
- Plan Sponsor: New York Yankees Partnership
- Sponsor EIN: 341122131
- Sponsor Address: GEORGE M. STEINBENNER FIELD, TAMPA, FL, 33614
- Plan Type: 401(k)
- Total Participants: 549
- Total Assets: $90.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 549 | $90.4M | $678,925 | $4.2M |
| 2023 | 536 | $72.7M | $619,086 | $3.8M |
| 2022 | 509 | $57.2M | $550,691 | $3.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | NONE | $78,007 | — | $78,007 |
| PWC US TAX LLP | NONE | $8,894 | — | $8,894 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $8,894 | — | $8,894 |
| FIDELITY INVESTMENTS | RECORDKEEPER | $8,828 | — | $8,828 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
- FIDELITY INVESTMENTS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,623
- Estimated Expense Ratio: 0.116% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $97,179 | $78,007 | — | $8,894 | — |
| 2023 | $133,030 | $34,672 | $11,035 | — | — |
| 2022 | $50,939 | $42,735 | — | — | $3,050 |