Yaffe Companies 401(k) match, vesting and fees
What Yaffe Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | July Business Services | Schedule C ↗ |
| Independent auditor | Marksnelson LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Yaffe Companies: employer contribution per participant | $1,021 | |
| Peer median | $1,988 |
| Yaffe Companies: average balance | $79,593 | |
| Peer median | $75,431 |
| Yaffe Companies: admin expenses ÷ assets | 0.61% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $15.5M at the end of plan year 2021 to $18.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 301 | $18.5M | $237K | $1,021 | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 307 | $14.7M | $219K | $897 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 306 | $12.3M | $206K | $882 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 350 | $15.5M | $82K | $298 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Yaffe Companies match 401(k) contributions?
The match terms for the The Yaffe Companies Incorporated 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $237K in employer contributions, about $1,021 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Yaffe Companies 401(k) match vested?
The vesting schedule for the The Yaffe Companies Incorporated 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Yaffe Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is July Business Services. The plan administrator is The Yaffe Companies, Incorporated.
I left Yaffe Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Yaffe Companies, Incorporated, (918) 687-7543) or the recordkeeper, July Business Services. The Yaffe Companies old 401(k) page lists the contacts from every plan filing. Find an old Yaffe Companies 401(k)
Data from the public Form 5500 annual reports Yaffe Companies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Yaffe Companies. Not financial advice. Report a correction · Methodology