What public Form 5500 filings show about the Jaffe Tilchin Wealth Management 401(k) plan — and how to find and check your own account.
Jaffe Tilchin Wealth Management (EIN 59-3284394) reports JAFFE TILCHIN WEALTH MANAGEMENT EMPLOYEES SAVINGS TRUST on its most recent Form 5500, with $5.3M in plan assets across 16 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Jaffe Tilchin Wealth Management filing — schedules, fees, and providers.
Jaffe Tilchin Wealth Management’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Jaffe Tilchin Wealth ManagementHR for the recordkeeper’s name and login.
