Find an old Yale Club of New York City 401(k)
The Yale Club of New York City 401(k) Plan
The Yale Club of New York City · Plan 002 · EIN 13-1489775 · New York, NY
| Plan administrator | The Yale Club of New York City 50 Vanderbilt Avenue, New York, NY 10017 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Ascensus LLC | Schedule C ↗ |
| Former employees with balances | 14 separated participants still had money in the plan | Form 5500 ↗ |
The Yale Club of New York City 401(k) for Non-Union Employees
The Yale Club of New York City · Plan 003 · EIN 13-1489775 · New York, NY
| Plan administrator | The Yale Club of New York City 50 Vanderbilt Ave, New York, NY 10017 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | 2024 Schedule C ↗ |
The Yale Club of New York City Pension Plan
The Yale Club of New York City · Plan 001 · EIN 13-1489775 · New York, NY
| Plan administrator | The Yale Club of New York City 50 Vanderbilt Avenue, New York, NY 10017-3814 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Yale Club of New York City 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Yale Club of New York City 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: The Yale Club of New York City, (212) 716-2118. The accounts are held by the recordkeeper, Ascensus LLC. Have your Social Security number and dates of employment ready.
What is the Yale Club of New York City 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 716-2118.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Yale Club of New York City and does not hold accounts. Not financial advice. Report a correction