Original filing (PDF)20250722085318NAL0001065155001

JEFFERIES FINANCIAL GROUP, INC.

Name: JEFFERIES FINANCIAL GROUP, INC. — JEFFERIES EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JEFFERIES FINANCIAL GROUP, INC.

Form 5500

FILING_RECEIVED

JEFFERIES EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

3,644

Accounts w/ balance

5,067

Plan assets (EOY)

$1.3B

Net assets (EOY)

$1.3B

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFERIES FINANCIAL GROUP, INC..

Plan sponsor

Name

JEFFERIES FINANCIAL GROUP, INC.

EIN

13-2615557

Address

520 MADISON AVENUE · NEW YORK, NY · 10022

Phone

(212) 284-2300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-07-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$88K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$32K	—

Investments

1 pooled fund· $190.4M(15% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.