How big is Jaffe & Berlin, LLC's plan?

Jaffe & Berlin, LLC's plan reported $4.4M in assets and 4 participants for 2024.

Original filing (PDF)20250819125139NAL0002227729001

Jaffe & Berlin, LLC

Name: Jaffe & Berlin, LLC — Jaffe & Berlin, LLC 401(k), Form 5500 (2024)
Creator: Jaffe & Berlin, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jaffe & Berlin, LLC 401(k) Plan & Trust

401(k) retirement plan · Jaffe & Berlin, LLC's Jaffe & Berlin, LLC 401(k) Plan & Trust held $4.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Jay S. Berlin signed Jaffe & Berlin, LLC's 2024 Form 5500 as plan administrator.

Jay S. Berlin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jaffe & Berlin, LLC's EIN is 36-4176746.

EIN 36-4176746

Plan number 001

Plan year 2024

ACK ID 20250819125139NAL0002227729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jaffe & Berlin, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jaffe & Berlin, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 & BERLIN, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JAFFE & BERLIN, LLC

EIN

all filings

Address

111 WEST WASHINGTON STREET · SUITE 900 · CHICAGO, IL · 60602

Phone

(312) 372-1550

Industry

Law Offices· Professional & Technical Services

Plan administrator