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 (2021) 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 2021

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

Other plans on this EIN

2 filings

#002Retirement-$11.4M assets #001Retirement-$6.2M 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)

$6.1M

+16.9% from 2020

Total participants

122

+8.0% from 2020

Average account balance

$50,500

+6.2% from 2020

Annual return

13.35%

-1.85 pp from 2020

Benchmarks

See 3,928 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,928 peers

Snapshot2021

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

$102K

$2276 / participant

Other / not subdivided$102K100.0%

% of EOY assets

1.676%

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

$50,500

$39,028+29.4%

$80,741-37.5%

$85,847-41.2%

Participation rate

97.8%

41.6%+56.2pp

54.2%+43.6pp

69.3%+28.5pp

Annual return

13.35%

26.31%-13.0pp

87.30%-74.0pp

318.61%-305.3pp

Employer contribution / active EE

$3,278

$722+353.8%

$1,160+182.5%

$2,565+27.8%

Participant deferral / active EE

$2,947

$1,326+122.2%

$2,145+37.3%

$3,952-25.4%

Admin fee / account holder

$847

$2,429-65.1%

$3,380-75.0%

$6,261-86.5%

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