JEFFERIES FINANCIAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the JEFFERIES FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The JEFFERIES FINANCIAL GROUP, INC. 401(k) on its latest Form 5500
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.
Who runs the JEFFERIES FINANCIAL GROUP, INC. 401(k)?
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): TANNER, USI CONSULTING GROUP, PRINCIPAL TRUST, BLACKROCK INSTITUTIONAL TRUST CO, STRATEGIC ADVISORS, BLACKROCK INSTITUTIONAL TRUST CO N.
How to check your JEFFERIES FINANCIAL GROUP, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask JEFFERIES FINANCIAL GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).