New York Yankees Employee Investment Plan
Sponsored by New York Yankees Partnership · EIN 341122131 · Plan #002
- Total assets
- $90.4M
- Net assets
- $90.4M
- Active participants
- 549
- With balances
- 587
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Consulting (general), Investment advisory (plan) | $78,007 |
| Pwc Us Tax Llp | Accounting | $8,894 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $8,828 |