The Yaffe Companies Incorporated 401(k) Plan
Sponsored by The Yaffe Companies, Incorporated · EIN 731535466 · Plan #003
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 276
- With balances
- 232
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Avantax Advisory Services, Inc. | Investment management, Securities brokerage, Investment management fees (direct) | $91,551 |
| July Business Services | Recordkeeping | $6,435 |