JEFF Agnew signed Jefferies Financial Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jefferies Financial Group, Inc.'s EIN is 13-2615557.
Download the official 2023 Form 5500 (PDF) for Jefferies Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Jefferies Financial Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $32K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $926.5M | 72.0% | |
| [Assets held in common collective trust] | Other | — | — | $190.4M | 14.8% | |
| FID OTC POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 143 | Common Collective Trust | — | — | $190.4M | 14.8% | |
| [Assets held in employer securities] | Other | — | — | $160.8M | 12.5% | |
| [Assets held in participant loans] | Other | — | — | $5.7M | 0.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $4.2M | 0.3% |
