Yale Club of New York City 401(k) match, vesting and fees
What Yale Club of New York City's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Condon, O'Meara, Mcginty and Donnel (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,100 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Yale Club of New York City: employer contribution per participant | — | |
| Peer median | $935 |
| Yale Club of New York City: average balance | $118,026 | |
| Peer median | $24,052 |
| Yale Club of New York City: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.61% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.4M at the end of plan year 2021 to $13.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 214 | $13.5M | — | — | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 215 | $11.5M | — | — | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 207 | $9.3M | — | — | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 212 | $11.4M | — | — | 0.25% | Not published | Form 5500 ↗ |
Other Yale Club of New York City plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Yale Club of New York City 401(k) for Non-Union Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
The Yale Club of New York City Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Yale Club of New York City match 401(k) contributions?
The match terms for the The Yale Club of New York City 401(k) Plan have not been published from its filing yet.
When is the Yale Club of New York City 401(k) match vested?
The vesting schedule for the The Yale Club of New York City 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Yale Club of New York City 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is The Yale Club of New York City.
I left Yale Club of New York City. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Yale Club of New York City, (212) 716-2118) or the recordkeeper, Ascensus LLC. The Yale Club of New York City old 401(k) page lists the contacts from every plan filing. Find an old Yale Club of New York City 401(k)
Data from the public Form 5500 annual reports Yale Club of New York City filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Yale Club of New York City. Not financial advice. Report a correction · Methodology