What public Form 5500 filings show about the Jefferies Financial Group, Inc. 401(k) plan — and how to find and check your own account.
Jefferies Financial Group, Inc. (EIN 13-2615557) reports JEFFERIES EMPLOYEES' PROFIT SHARING PLAN on its most recent Form 5500, with $1.4B in plan assets across 3,851 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Jefferies Financial Group, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Jefferies Financial Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL TRUST, USI CONSULTING GROUP, TANNER, STRATEGIC ADVISORS, BLACKROCK INSTITUTIONAL TRUST CO N, T ROWE PRICE.
