# The Union League Club DB Plan
Source: https://planprovider.pro/companies/the-union-league-club-plan

> The Union League Club's DB plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Montgomery Hospitality, INC. Devitt](https://planprovider.pro/companies/marc-d-devitt-plan) — 3 participants

- [Craig Home Ventures, INC.](https://planprovider.pro/companies/craig-home-ventures-inc-401k-plan) — 2 participants

- [Tjcjm INC.](https://planprovider.pro/companies/tjcjm-inc-401k-plan) — 2 participants

- [Keuka Lakeside Inn, INC.](https://planprovider.pro/companies/keuka-lakeside-inn-inc-401k-plan) — 1 participants

- [Dream Hotel Group, LLC](https://planprovider.pro/companies/dream-hotel-group-llc-401k-plan) — 0 participants

- [Local 150 Hotel And Industry Pension Fund](https://planprovider.pro/companies/local-150-hotel-and-industry-pension-fund-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-union-league-club-plan)

© 2026 PlanProvider.Pro