Plan Snapshot
- Plan Sponsor: New York Yankees Partnership
- Sponsor EIN: 341122131
- Sponsor Address: 1 EAST 161ST STREET, BRONX, NY, 10451
- Plan Type: DB
- Total Participants: 520
- Total Assets: $119.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 520 | $119.4M | $4.0M | $0 |
| 2023 | 491 | $112.5M | $3.5M | $0 |
| 2022 | 459 | $103.4M | $8.2M | $0 |
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 |
|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | NONE | $243,841 | — | $243,841 |
| WILLIS TOWERS WATSON US LLC | NONE | $46,247 | — | $46,247 |
| GRANT THORNTON LLP | NONE | $23,830 | — | $23,830 |
| U.S. BANK NATIONAL ASSOCIATION | NONE | $15,809 | — | $15,809 |
| MORGAN, LEWIS & BOCKIUS LLP | NONE | $8,711 | — | $8,711 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- GRANT THORNTON LLP — NONE
- U.S. BANK NATIONAL ASSOCIATION — NONE
- MORGAN, LEWIS & BOCKIUS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $338,438
- Estimated Expense Ratio: 0.284% 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 | $674,584 | $250,078 | — | $23,830 | — |
| 2023 | $804,283 | $105,391 | — | $26,814 | — |
| 2022 | $931,623 | $154,571 | — | — | $66,058 |