Plan Snapshot
- Plan Sponsor: The Union League Club
- Sponsor EIN: 131423100
- Sponsor Address: 38 E 37TH ST, NEW YORK, NY, 100163008
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 121 | $10.6M | $201,708 | $559,549 |
| 2023 | 126 | $9.6M | $177,515 | $527,670 |
| 2022 | 105 | $8.0M | $158,486 | $472,612 |
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 |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY & DONNELLY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,137 | — | $5,137 | — | — |
| 2023 | $5,377 | — | $4,242 | — | — |
| 2022 | $3,753 | — | $3,753 | — | — |