YORK CAPITAL MANAGEMENT 401(K) PLAN
- Address: 1330 AVENUE OF THE AMERICAS,,NEW YORK,NY
- Phone: (212) 300-1307
| Investment Options of YORK CAPITAL MANAGEMENT 401(K) PLAN (as of 2022) |
|---|
| JH MULTIMANAGER 2060 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2055 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2050 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2045 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2040 LIFETIME (JOHN HANCOCK NEW YORK) |
| Click for all funds ↓↓↓ |
| JH MULTIMANAGER 2035 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2030 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2025 LIFETIME (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2065 LIFETIME (JOHN HANCOCK NEW YORK) |
| NEUBERGER BERMAN GENESIS FUND (JOHN HANCOCK NEW YORK) |
| JOHN HANCOCK STABLE VAL (JOHN HANCOCK NEW YORK) |
| DFA US TARGETED VALUE FUND (JOHN HANCOCK NEW YORK) |
| EUROPACIFIC GROWTH FUND (JOHN HANCOCK NEW YORK) |
| FIDELITY CONTRAFUND (JOHN HANCOCK NEW YORK) |
| FIDELITY INTERNATIONAL INDEX (JOHN HANCOCK NEW YORK) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK NEW YORK) |
| INVESCO DEVELOPING MARKETS (JOHN HANCOCK NEW YORK) |
| ISHARES GOLD TRUST ETF (JOHN HANCOCK NEW YORK) |
| JOHN HANCOCK INTL GROWTH (JOHN HANCOCK NEW YORK) |
| MFS MID CAP GROWTH FUND (JOHN HANCOCK NEW YORK) |
| MID CAP INDEX FUND (JOHN HANCOCK NEW YORK) |
| PIMCO COMMODITY REAL RETURN (JOHN HANCOCK NEW YORK) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK NEW YORK) |
| SMALL CAP INDEX FUND (JOHN HANCOCK NEW YORK) |
| SMALL CAP VALUE FUND (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE HEALTH SCI (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE NEW ERA FUND (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE SCI & TECH (JOHN HANCOCK NEW YORK) |
| VANGUARD ENERGY FUND (JOHN HANCOCK NEW YORK) |
| VANGUARD GROWTH INDEX FUND (JOHN HANCOCK NEW YORK) |
| VANGUARD MID-CAP GROWTH ETF (JOHN HANCOCK NEW YORK) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK NEW YORK) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK NEW YORK) |
| 500 INDEX FUND (JOHN HANCOCK NEW YORK) |
| NEW PERSPECTIVE FUND (JOHN HANCOCK NEW YORK) |
| T. ROWE PRICE EQUITY INC (JOHN HANCOCK NEW YORK) |
| VANGUARD TOT WLD STK INDEX ETF (JOHN HANCOCK NEW YORK) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK NEW YORK) |
| BLACKROCK GLOBAL ALLOCATION (JOHN HANCOCK NEW YORK) |
| MFS UTILITIES FUND (JOHN HANCOCK NEW YORK) |
| OPPORTUNISTIC FIXED INCOME (JOHN HANCOCK NEW YORK) |
| FEDERATED HIGH YIELD BOND (JOHN HANCOCK NEW YORK) |
| FIDELITY ADVISOR TOTAL BOND (JOHN HANCOCK NEW YORK) |
| PIMCO REAL RETURN (JOHN HANCOCK NEW YORK) |
| US GOVERNMENT SECURITIES (JOHN HANCOCK NEW YORK) |
| TOCQUEVILLE GOLD FUND (JOHN HANCOCK NEW YORK) |
| JH MULTIMANAGER 2020 LIFETIME (JOHN HANCOCK NEW YORK) |
YORK CAPITAL MANAGEMENT 401(K) PLAN has the following features:
Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
At the end of 2022, the total retirement plan assets of YORK CAPITAL MANAGEMENT 401(K) PLAN is $59,262,938.00.This plan was established in 2012.
At the end of 2022, the total number of retirement plan participants in YORK CAPITAL MANAGEMENT 401(K) PLAN is 202
In 2022, the average participant retirement account value for YORK CAPITAL MANAGEMENT 401(K) PLAN is $293,380.00
In 2022, the estimated average employee contribution amount per participant for YORK CAPITAL MANAGEMENT 401(K) PLAN is $6,054.00
In 2022, the estimated average employer match for an employee in YORK CAPITAL MANAGEMENT 401(K) PLAN is approximately $7,465.00
In 2022, YORK CAPITAL MANAGEMENT 401(K) PLAN allocates $1,508,067.00 to match its employees' contributions, providing an employer match rate of 116.11% of their contributions
In 2022, the total retirement plan asset growth rate of YORK CAPITAL MANAGEMENT 401(K) PLAN is -23.07%
In 2022, the estimated aggregate retirement account investment gain/loss for YORK CAPITAL MANAGEMENT 401(K) PLAN is -16.83%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of YORK CAPITAL MANAGEMENT 401(K) PLAN is 0.23%.
Articles on Retirement Plans
Building a Well-Balanced Retirement Portfolio with the FOOT LOCKER 401(K) PLAN
Introduction Planning for retirement is a critical financial goal, and constructing a diversified asset allocation portfolio is a key component of achieving that goal. The FOOT LOCKER 401(K) PLAN offers a selection of investment options, and in this article, we'll...
Constructing a Diversified Asset Allocation Portfolio for the Community Trust Bancorp Employee Stock Ownership Plan
Planning for retirement is a significant financial milestone, and constructing a well-balanced retirement portfolio is essential to achieve your long-term financial goals. For employees participating in the Community Trust Bancorp, Inc. Employee Stock Ownership Plan...
Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
401k Company Match: How To Maximize Your Free Money
We encourage maximizing 401k match and discuss some details on 401k contributions and match.
May 10, 2021: Financial Independence & Early Retirement
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
September 28, 2020: Retirement Spending: Your Portfolio’s Volatility Matters
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
The History of 401(k) Plans: Retirement Is Now Our Individual Responsibility
The shift from traditional pensions to individual responsibility for retirement savings has been significant for Americans. In the past, workers would receive pensions from their employers upon retirement. However, as many companies have stopped offering pension...
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 ...
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Retirement Calculator
See how much you can save for retirement.
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.
Investment Calculator
Grow your wealth and see the power of compounding
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...