JEFF Agnew signed Jefferies Financial Group Inc.'s 2024 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 2024 Form 5500 (PDF) for Jefferies Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jefferies Financial Group Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO | 98-0655536 | — | NONE | $162K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $116K | — |
| PRINCIPAL TRUST COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| INTERMEDIATE GOVT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3118548 / PN 001 | Common Collective Trust | — | $9.5M | $9.9M | 23.7% | |
| INTERMEDIATE DURATION CORPOR CL1 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 82-2229248 / PN 001 | Common Collective Trust | — | $9.5M | $9.9M | 23.6% | |
| BLACKROCK LONG DURATION | Other securities | — | $8.0M | $8.2M | 19.6% | |
| LNG DUR CORP CR SCREEN NONLEND FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-4520291 / PN 001 | Common Collective Trust | — | — | $8.2M | 19.6% | |
| RUSSELL 3000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3302956 / PN 001 | Common Collective Trust | — | $2.2M | $4.0M | 9.5% | |
| TREAS US 25+ YR KEY RATE DR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $2.4M | $1.9M | 4.5% | |
| TREAS US 15 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $3.0M | $1.8M | 4.3% | |
| Short-Term Investment Fund * PRINCIPAL SHORT-TERM INVESTMENT FUND | Other securities | — | $1.4M | $1.4M | 3.4% | |
| MSCI WORLD EX-US INDEX FUND A BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 46-1559941 / PN 001 | Common Collective Trust | — | $1.2M | $1.4M | 3.3% | |
| TREAS US 20 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $1.7M | $1.3M | 3.2% | |
| TREAS US 10 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $2.2M | $1.2M | 2.8% | |
| MSCI EMERGING MARKETS FREE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 33-1030441 / PN 001 | Common Collective Trust | — | $552K | $589K | 1.4% | |
| BLACKROCK CASH HELD AT BLACKROCK | Cash / Money Market | — | $277K | $277K | 0.7% | |
| BLACKROCK SHORT-TERM INV FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 22-3119859 / PN 001 | Common Collective Trust | — | $21K | $21K | <0.1% | |
| MSCI EQUITY INDEX FUND - RUSSIA BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3300062 / PN 001 | Common Collective Trust | — | — | $20 | <0.1% | |
| TREAS US 5 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-4104495 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 51-0099493 |
| — |
| NONE |
| $25K |
| — |
| TANNER LLC | 20-2253063 | — | NONE | $20K | — |
