Retirement plan

JAFFE-SCHLOSSBERG 401(K) PROFIT SHARING PLAN

Name: JAFFE-SCHLOSSBERG, INC. - JAFFE-SCHLOSSBERG 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: JAFFE-SCHLOSSBERG, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAFFE-SCHLOSSBERG 401(K) PROFIT SHARING PLAN, JAFFE-SCHLOSSBERG, INC.

JAFFE-SCHLOSSBERG, INC.EIN 94-2187558Plan #001PY 2025

21 SALT LANDING - TIBURON, CA 94920415-221-5340jaffeins.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+20.0% from 2024

Total participants

0.0% from 2024

Average account balance

$209,243

+20.0% from 2024

Annual return

12.00%

-11.79 pp from 2024

Benchmarks

See 9,302 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.67M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$209K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3555

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$28K

$4740 / participant

Other / not subdivided$28K100.0%

% of EOY assets

1.699%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$209,243

$208,088+0.6%

$186,193+12.4%

$154,746+35.2%

Participation rate

100.0%

80.0%+20.0pp

77.1%+22.9pp

80.7%+19.3pp

Annual return

12.00%

89.97%-78.0pp

78.03%-66.0pp

172.34%-160.3pp

Employer contribution / active EE

$15,000

$4,340+245.6%

$3,918+282.8%

$4,379+242.5%

Participant deferral / active EE

$3,833

$7,078-45.8%

$6,513-41.1%

$6,730-43.0%

Admin fee / account holder

$3,555

$11,698-69.6%

$11,058-67.9%

$14,365-75.3%

JAFFE-SCHLOSSBERG 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAFFE-SCHLOSSBERG 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion