Plan Snapshot
- Plan Sponsor: The Yale Club Of New York City
- Sponsor EIN: 131489775
- Sponsor Address: 50 VANDERBILT AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 200 | $13.5M | $0 | $690,458 |
| 2023 | 200 | $11.5M | $0 | $597,402 |
| 2022 | 191 | $9.3M | $0 | $448,612 |
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 AND DONNEL | 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 | $38,287 | $23,935 | $14,352 | — | — |
| 2023 | $24,647 | $18,945 | $5,702 | — | — |
| 2022 | $24,625 | $19,232 | $5,393 | — | — |