HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN

Plan Contact

  • Address: 35 WEST 44TH STREET,NEW YORK,NY
  • Contact person: TOJO JOHN
  • Phone: (212) 827-1227

Plan General Information

HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN is $5,496,186.00.This plan was established in 1997.

HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN is 185

HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN is $29,709.00

HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN is $5,061.00.

HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN is 24.15%.

HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN is 16.90%. This measures the effectiveness of the plan participants' investments in the year.

HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN is 0.25%.

Enrollment Features

HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …