Jeffries INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jeffries INC.
  • Sponsor EIN: 824858404
  • Sponsor Address: 1751 SCHERER PARKWAY, KANSAS CITY, MO, 64145
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $583,064

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$583,064$355$0
20233$425,528$602$0
20223$604,778$552$0

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