Retirement plan

THE YALE CLUB OF NEW YORK CITY 401(K) PLAN FOR NON-UNION EMPLOYEES

Name: THE YALE CLUB OF NEW YORK CITY - THE YALE CLUB OF NEW YORK CITY 401(K) PLAN FOR NON-UNION EMPLOYEES (2020) Form 5500
Creator: THE YALE CLUB OF NEW YORK CITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE YALE CLUB OF NEW YORK CITY 401(K) PLAN FOR NON-UNION EMPLOYEES, THE YALE CLUB OF NEW YORK CITY

THE YALE CLUB OF NEW YORK CITYEIN 13-1489775Plan #003PY 2020

50 VANDERBILT AVENUE - NEW YORK, NY 10017212-716-2100yaleclubnyc.orgLinkedIn201-500 employeeshospitality

Other plans on this EIN

2 filings

#002Retirement-$10.0M assets #001Retirement-$5.5M assets

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed September 18, 2025

Plan administrator

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50 Vanderbilt Ave.

New York, NY 10017

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Plans declared (1)

457(f) Deferred Incentive Plan1 emp

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Total assets (EOY)

$5.2M

+5.9% from 2019

Total participants

113

+2.7% from 2019

Average account balance

$47,533

+4.9% from 2019

Annual return

15.20%

-7.14 pp from 2019

Benchmarks

See 3,551 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,551 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.68M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$62K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$542K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$122

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$814K

$20338 / participant

Other / not subdivided$814K100.0%

% of EOY assets

15.559%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,533

$37,446+26.9%

$77,552-38.7%

$79,856-40.5%

Participation rate

92.5%

41.5%+51.0pp

54.2%+38.3pp

69.6%+22.9pp

Annual return

15.20%

39.76%-24.6pp

54.82%-39.6pp

31.71%-16.5pp

Employer contribution / active EE

$4,506

$637+607.2%

$987+356.7%

$2,471+82.3%

Participant deferral / active EE

$4,124

$1,261+227.1%

$1,861+121.6%

$3,741+10.3%

Admin fee / account holder

$7,396

$2,506+195.1%

$2,859+158.7%

$5,306+39.4%

THE YALE CLUB OF NEW YORK CITY 401(K) PLAN FOR NON-UNION EMPLOYEES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE YALE CLUB OF NEW YORK CITY 401(K) PLAN FOR NON-UNION EMPLOYEES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion