Plan Snapshot
- Plan Sponsor: The Yaffe Companies, Incorporated
- Sponsor EIN: 731535466
- Sponsor Address: P.O. BOX 916, MUSKOGEE, OK, 74402
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 276 | $18.5M | $236,867 | $547,512 |
| 2023 | 265 | $14.7M | $218,750 | $500,979 |
| 2022 | 267 | $12.3M | $206,390 | $519,354 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MARKSNELSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARKSNELSON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $101,691 | $91,551 | — | — | — |
| 2023 | $79,078 | $37,450 | — | — | — |
| 2022 | $79,805 | $39,594 | — | — | — |