New York Yankees Partnership 401(k) Review & Grade
New York Yankees Employee Investment Plan
Tampa, FLArts, Entertainment & Recreation542 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$1,251Employer $ per active participant
$7,658Employee $ saved per active participant
0.12%Direct admin cost, % of plan assets
$90.4MNet plan assets, end of year
$153,947Average balance per account
Score breakdown
- Employer generosity30.1 / 5060th percentile for employer $ per participant
- Low cost17.4 / 2570th percentile for low admin cost vs. same-size plans
- Employee saving14.1 / 1594th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score65 / 100 · Grade B
This plan vs. peers
Peers: Arts, Entertainment & Recreation plans with 500–2,499 active participants (225 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 60th |
| Lower admin cost | 70th |
| Employee saving | 94th |
| Peers that auto-enroll | 38% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- New York Yankees Partnership put in about $1,251 per active participant, more than the typical peer ($995). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $678,925 |
| Participant (employee) contributions | $4,154,318 |
| Other contributions (incl. rollovers in) | $196,540 |
| Administrative expenses paid from the plan | $97,179 |
| Investment advisory & management fees | $78,007 |
| Benefits paid out | $1,657,446 |
| Net assets, start / end of year | $72.7M / $90.4M |
| Active participants, start / end of year | 536 / 549 |
| Participants with account balances | 587 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Pricewaterhousecoopers LLP |
Largest service providers (Schedule C)
| Capfinancial Partners, LLC | $78,007 reported compensation |
| PWC US Tax LLP | $8,894 reported compensation |
| Fidelity Investments | $8,828 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251015143825NAL0004858721001, received 2025-10-15, EIN 34-1122131, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.