How big is Jaffe Financial Management, LLC's plan?

Jaffe Financial Management, LLC's plan reported $2.7M in assets and 3 participants for 2025.

Original filing (PDF)20260409055559NAL0014040883001

Jaffe Financial Management, LLC

Name: Jaffe Financial Management, LLC — Jaffe Financial, Form 5500 (2025)
Creator: Jaffe Financial Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jaffe Financial Management, LLC 401(k) Plan

401(k) retirement plan · Jaffe Financial Management, LLC's Jaffe Financial Management, LLC 401(k) Plan held $2.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Jaffe Financial Management, LLC's EIN is 26-1616752.

EIN 26-1616752

Plan number 002

Plan year 2025

ACK ID 20260409055559NAL0014040883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jaffe Financial Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jaffe Financial Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAFFE FINANCIAL MANAGEMENT, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score