Original filing (PDF)20250603104348NAL0010623089001

JAFFE, YAFFE, & FEINGOLD, P.C.

Name: JAFFE, YAFFE, & FEINGOLD, P.C. — JAFFE, YAFFE, & FEINGOLD, P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAFFE, YAFFE, & FEINGOLD, P.C.

Form 5500

FILING_RECEIVED

JAFFE, YAFFE, & FEINGOLD, P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAFFE, YAFFE, & FEINGOLD, P.C..

Plan sponsor

Name

JAFFE, YAFFE, & FEINGOLD, P.C.

EIN

04-2775374

Address

76 MILL ST · WORCESTER, MA · 016032018

Phone

(508) 798-3721

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

JAFFE, YAFFE, & FEINGOLD, P.C.

EIN

04-2775374

City

WORCESTER, MA

Phone

(508) 798-3721

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-22

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402	Pooled Separate Account	$0	—

1–1 of 1

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