How big is Yaffe Concierge Services, LLC's plan?

Yaffe Concierge Services, LLC's plan reported $2.7M in assets and 2 participants for 2024.

Original filing (PDF)20250926150522NAL0011965043001

Yaffe Concierge Services, LLC

Name: Yaffe Concierge Services, LLC — Yaffe Concierge, Form 5500 (2024)
Creator: Yaffe Concierge Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yaffe Concierge Services, LLC Cash Balance Plan

Defined-benefit pension plan · Yaffe Concierge Services, LLC's Yaffe Concierge Services, LLC Cash Balance Plan held $2.7M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Bruce Yaffe signed Yaffe Concierge Services, LLC's 2024 Form 5500 as plan administrator.

Bruce Yaffe — 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

Yaffe Concierge Services, LLC's EIN is 83-0598577.

EIN 83-0598577

Plan number 002

Plan year 2024

ACK ID 20250926150522NAL0011965043001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Yaffe Concierge Services, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YAFFE CONCIERGE SERVICES, 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 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