What public Form 5500 filings show about the The Yaffe Companies, Incorporated 401(k) plan — and how to find and check your own account.
The Yaffe Companies, Incorporated (EIN 73-1535466) reports THE YAFFE COMPANIES INCORPORATED 401(K) PLAN on its most recent Form 5500, with $18.5M in plan assets across 276 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 The Yaffe Companies, Incorporated filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Yaffe Companies, Incorporated 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AVANTAX ADVISORY SERVICES.
