Plan Snapshot
- Plan Sponsor: The Union League Club
- Sponsor EIN: 131423100
- Sponsor Address: 38 EAST 37TH STREET, NEW YORK, NY, 10016
- Plan Type: DB
- Total Participants: 12
- Total Assets: $5.7M
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 | 12 | $5.7M | $400,000 | $0 |
| 2023 | 14 | $5.6M | $400,000 | $0 |
| 2022 | 14 | $5.2M | $100,000 | $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 |
|---|---|---|---|---|
| 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 | $77,258 | — | $77,258 | — | — |
| 2023 | $74,610 | — | — | — | — |
| 2022 | $69,805 | $54,895 | — | — | $14,910 |