Plan Snapshot
- Plan Sponsor: Jefferies Financial Group, INC.
- Sponsor EIN: 132615557
- Sponsor Address: 520 MADISON AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 3,644
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 3,644 | $1.3B | $13.1M | $71.4M |
| 2022 | 3,285 | $927.9M | $11.8M | $63.0M |