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  2. YORK CAPITAL MANAGEMENT (US) ADVISORS, L.P.
Sponsor portfolio

YORK CAPITAL MANAGEMENT (US) ADVISORS, L.P.

EIN 26-3971819-investment management-Latest filing 2024
Plans
2
Retirement
2
$56.4M assets
Welfare
0
Participants
147
1330 AVENUE OF THE AMERICAS, 20TH FLOOR - NEW YORK, NY 10019212-300-1307yorkcapital.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$45.7M - 104 part#003CashBalance-$10.7M - 43 part

Retirement portfolio analytics

2 plans aggregated / $56.4M assets / 147 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CAPITAL MANAGEMENT 401(K) (#001)81%
  • PLAN AND TRUST (#003)19%
Total $56.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY81%
  • (Not disclosed)19%
Total $56.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL MANAGEMENT 401(K) (#001)104
  • PLAN AND TRUST (#003)43
Total 147Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

YORK CAPITAL MANAGEMENT 401(K) PLAN

401k

Assets$45.7M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

YORK CAPITAL MANAGEMENT CASH BALANCE PLAN AND TRUST

CashBalance

Assets$10.7M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001YORK CAPITAL MANAGEMENT 401(K) PLAN401k$45.7M1042024
003YORK CAPITAL MANAGEMENT CASH BALANCE PLAN AND TRUSTCashBalance$10.7M432024
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