Original filing (PDF)20251009123338NAL0010951968001

NEW YORK ATHLETIC CLUB OF THE CITY OF NEW YORK

Name: NEW YORK ATHLETIC CLUB OF THE CITY OF NEW YORK — NEW YORK ATHLETIC CLUB LOCAL 6 UNION EMPLOYEES 401(K) PLAN, Form 5500 (2024)
Creator: NEW YORK ATHLETIC CLUB OF THE CITY OF NEW YORK

Form 5500

FILING_RECEIVED

NEW YORK ATHLETIC CLUB LOCAL 6 UNION EMPLOYEES 401(K) PLAN

401(k) retirement plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

230

Accounts w/ balance

110

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

How this plan invests

This plan

1 pooled trust

Schedule D

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW YORK ATHLETIC CLUB OF THE CITY OF NEW YORK.

Plan sponsor

Name

NEW YORK ATHLETIC CLUB OF THE CITY OF NEW YORK

EIN

13-1096640

Address

180 CENTRAL PARK SOUTH · NEW YORK, NY · 10019

Phone

(212) 767-7072

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

7 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC.	52-1309931	—	NONE	$10K	—
AMERICAN FUNDS	95-1411037	—	NONE	$0	—
DODGE & COX	94-1441976	—	NONE	$0	—
VICTORY FUNDS	13-2700161	—	NONE	$0	—

Investments

22 direct securities · 1 pooled fund· $6.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$5.8M

21 holdings

Common Collective Trusts

$250K

1 holding

Common Collective Trust

$250K

1 holding

					% of plan
T. Rowe Price Retirement 2025 I - Registered Investment Company	Other securities	—	—	$1.4M	23.2%
T. Rowe Price Retirement 2035 I - Registered Investment Company	Other securities	—	—	$1.4M	22.9%
T. Rowe Price Retirement 2030 I - Registered Investment Company	Other securities	—	—	$1.1M	17.9%
T. Rowe Price Retirement 2040 I - Registered Investment Company	Other securities	—	—	$751K	12.5%
T. Rowe Price Retirement 2045 I - Registered Investment Company	Other securities	—	—	$444K	7.4%
T. Rowe Price Stable Value - Common Collective Trust	Common Collective Trusts	—	—	$250K	4.2%
TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$250K	4.2%
T. Rowe Price Retirement 2020 I - Registered Investment Company	Other securities	—	—	$237K	3.9%
T. Rowe Price Retirement 2050 I - Registered Investment Company	Other securities	—	—	$122K	2.0%
T. Rowe Price Retirement 2005 I - Registered Investment Company	Other securities	—	—	$106K	1.8%
T. Rowe Price Retirement 2015 I - Registered Investment Company	Other securities	—	—	$102K	1.7%
T. Rowe Price Retirement 2055 I - Registered Investment Company	Other securities	—	—	$58K	1.0%
Fidelity 500 Index - Registered Investment Company	Other securities	—	—	$37K	0.6%
Fidelity Small Cap Index - Registered Investment Company	Other securities	—	—	$23K	0.4%
Fidelity US Bond Index - Registered Investment Company	Other securities	—	—	$22K	0.4%
JPMorgan Equity Income R6 - Registered Investment Company	Other securities	—	—	$4K	<0.1%
Fidelity Mid Cap Index - Registered Investment Company	Other securities	—	—	$4K	<0.1%
T. Rowe Price Retirement 2065 I - Registered Investment Company	Other securities	—	—	$2K	<0.1%
T. Rowe Price Blue Chip Growth - Registered Investment Company	Other securities	—	—	$1K	<0.1%
Dodge & Cox Income Fund - Registered Investment Company	Other securities	—	—	$1K	<0.1%
American Funds Europacific Growth - Registered Investment Company	Other securities	—	—	$979	<0.1%
T. Rowe Price Retirement 2060 I - Registered Investment Company	Other securities	—	—	$476	<0.1%
T. Rowe Price Retirement 2010 I - Registered Investment Company	Other securities	—	—	$90	<0.1%