AUMdb

Jefferies Financial Group Inc. Savings And Retirement Plan

Sponsored by Jefferies Financial Group Inc. · EIN 132615557 · Plan #002

Total assets
$92.6M
Net assets
$92.6M
Active participants
207
With balances
426

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T. Rowe Price Recordkeeping, Investment management fees (direct), Investment management fees (indirect) $2,520