Plan Ledger DOL Form 5500 · updated monthly

New York Yankees Partnership401(k)

NEW YORK YANKEES EMPLOYEE INVESTMENT PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

New York Yankees Partnership reported $97,179 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $1,237 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.08% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 349th-largest of 3,644 plans among Florida employers on file, and the 114th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $6.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,366,819
Participants with balances587
Active participants549
Employer contributions$678,925
Employee contributions$4,154,318
Employer contribution per active participant$1,237
Average account balance$153,947
Benefits paid to participants$1,657,446
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.4M · 587 accts · $679K emplr
2023$72.7M · 610 accts · $619K emplr
2022$57.2M · 577 accts · $551K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,828
Investment management$78,007
Audit (IQPA)$8,894
Total administrative$97,179
The New York Yankees Partnership 401(k) match · 2024
Employer contribution per active participant$1,237
Median for plans this size$3,635
2024$1,237 per active participant
2023$1,155 per active participant
2022$1,082 per active participant

New York Yankees Partnership's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CAPFINANCIAL PARTNERS, LLC · Consulting · Investment advisory (plan)$78,007
PWC US TAX LLP · Accounting / audit$8,894
FIDELITY INVESTMENTS · Loan processing$8,828

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$97,179 · 0.12%
2023$133,030 · 0.20%
2022$50,939 · 0.08%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Seminole Tribe of Florida FL$395.8M · 0.22%
Feld Entertainment, Inc. FL$107.6M · 0.14%
Miami Dolphins, LTD. FL$56.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341122131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.