Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
YAFFE CONCIERGE SERVICES, LLC
EIN 83-0598577Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
5
1001 AVENUE OF THE AMERICAS, FL 2 - NEW YORK, NY 10018917-655-4596
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
YAFFE CONCIERGE SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
YAFFE CONCIERGE SERVICES, LLC 401K PLAN
401k
Assets$502K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | YAFFE CONCIERGE SERVICES, LLC CASH BALANCE PLAN | CashBalance | $2.9M | 2 | 2025 | |
| 001 | YAFFE CONCIERGE SERVICES, LLC 401K PLAN | 401k | $502K | 3 | 2025 |
Retirement plans