How big is Day Jaffe, LLC's plan?

Day Jaffe, LLC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20251015111837NAL0009292002001

Day Jaffe, LLC

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

Form 5500-SF

FILING_RECEIVED

Day Jaffe, LLC 401(k) Plan

401(k) retirement plan · Day Jaffe, LLC's Day Jaffe, LLC 401(k) Plan held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Day Jaffe, LLC's EIN is 47-3049172.

EIN 47-3049172

Plan number 001

Plan year 2024

ACK ID 20251015111837NAL0009292002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (96th percentile).

Plan sponsor

Name

DAY JAFFE, LLC

EIN

all filings

Address

1825 HIBISCUS STREET · SARASOTA, FL · 34239

Phone

(941) 232-3612

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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