# The Yaffe Companies, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/the-yaffe-companies-incorporated-401k-plan

> The Yaffe Companies, Incorporated's 401(k) plan: 276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AVANTAX ADVISORY SERVICES, INC.|NONE|$91,551|—|$91,551|

| JULY BUSINESS SERVICES|RECORDKEEPER|$6,435|—|$6,435|

| MARKSNELSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JULY BUSINESS SERVICES](https://planprovider.pro/provider/july-business-services) — RECORDKEEPER

- [MARKSNELSON LLC](https://planprovider.pro/provider/marksnelson-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,986

- **Estimated Expense Ratio:** 0.530% of plan assets

### 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|—|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-yaffe-companies-incorporated-401k-plan)

© 2026 PlanProvider.Pro