Original filing (PDF)20250513144502NAL0013458947001

MICHAEL JAFFE CO LPA

Name: MICHAEL JAFFE CO LPA — CHARLES SCHWAB & CO INC MICHAEL JAFFE CO LPA PART QRP, Form 5500 (2024)
Creator: MICHAEL JAFFE CO LPA

Form 5500-SF

FILING_RECEIVED

CHARLES SCHWAB & CO INC MICHAEL JAFFE CO LPA PART QRP

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 MICHAEL JAFFE CO LPA.

Plan sponsor

Name

MICHAEL JAFFE CO LPA

DBA

DBA KUSNER & JAFFE

EIN

34-1855552

Address

1621 EUCLID AVE FL 19 · CLEVELAND, OH · 441152114

Phone

(216) 621-1113

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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