The Yale Club Of New York City 401(k) Plan
Sponsored by The Yale Club Of New York City · EIN 131489775 · Plan #002
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 200
- With balances
- 114
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $23,935 |
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $14,352 |