Plan Snapshot
- Plan Sponsor: York Capital Management (Us) Advisors, L.P.
- Sponsor EIN: 263971819
- Sponsor Address: 1330 AVENUE OF THE AMERICAS, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $45.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 42 | $45.7M | $1.2M | $958,882 |
| 2023 | 50 | $60.2M | $1.3M | $1.1M |
| 2022 | 60 | $59.3M | $1.5M | $1.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $33,632 | — | $33,632 |
| CETERA ADVISOR NETWORKS LLC | RIA | $22,554 | — | $22,554 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,186
- Estimated Expense Ratio: 0.123% 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 | $62,682 | — | $40,128 | — | — |
| 2023 | $133,720 | — | $83,720 | — | — |
| 2022 | $138,118 | $47,097 | $91,021 | — | — |