Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Jefferies Financial Group › plan 002
Jefferies Financial Group Inc. Savings and Retirement Plan
- Sponsor Jefferies Financial Group
- Plan number 002
- Plan year 2024
- $50-250M in assets
- single-employer
Administrative expenses excluding investment management, per participant · Jefferies Financial Group Inc. Savings and Retirement Plan · plan year 2024
$5.92
Higher than 3% of the 8,758 plans $50 to 250M that report it.
Source
= $2,520 / 426
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014071241NAL0001064467001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014071241NAL0001064467001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Cost and contributions
Administrative expenses per participant
$5.92
Higher than 2% of the 9,042 plans $50 to 250M that report it.
Source
= $2,520 / 426
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014071241NAL0001064467001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014071241NAL0001064467001, received 2025-10-14
Administrative expenses as a share of assets
0.003%
Higher than 2% of the 9,049 plans $50 to 250M that report it.
Source
= $2,520 / $92,621,538
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014071241NAL0001064467001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014071241NAL0001064467001, received 2025-10-14
Employer contributions per participant
$1,908
Higher than 30% of the 9,105 plans $50 to 250M that report it.
Source
= $812,806 / 426
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014071241NAL0001064467001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014071241NAL0001064467001, received 2025-10-14
Employer share of total contributions
20.4%
Higher than 20% of the 9,112 plans $50 to 250M that report it.
Source
= $812,806 / $3,991,638
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014071241NAL0001064467001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014071241NAL0001064467001, received 2025-10-14
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014071241NAL0001064467001, received 2025-10-14
Full record, Jefferies Financial Group Inc. Savings and Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | JEFFERIES FINANCIAL GROUP INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Plan name | JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Sponsor EIN / plan number | 13-2615557 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Sponsor location | NEW YORK, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Participants, beginning of year | 544 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Active participants | 207 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Participants, end of year | 462 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Participants with an account balance | 426 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Total assets, beginning of year | $83,639,978 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Total assets, end of year | $92,621,538 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Net assets, end of year | $92,621,538 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Total income | $17,618,719 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Net income | $8,981,560 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Employer contributions | $812,806 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Participant contributions | $2,802,787 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $376,045 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Total contributions | $3,991,638 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Benefit payments | $8,530,837 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $8,637,159 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Total administrative expenses | $2,520 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| IQPA audit fees | $2,520 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Administrative expenses excluding investment management | $2,520 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Held in common/collective trusts | $8,906,108 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Held in mutual funds | $83,566,627 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014071241NAL0001064467001, received 2025-10-14 |
| Independent auditor | TANNER LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014071241NAL0001064467001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014071241NAL0001064467001, received 2025-10-14.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T. ROWE PRICErecordkeeper | NONE | 15 Recordkeeping and information management; 51 Investment management fees paid directly by plan; 52 Investment management fees paid indirectly by plan | $2,520 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014071241NAL0001064467001, received 2025-10-14.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $83,639,978 | $92,621,538 | 10.7% |
| Participants with a balance | 505 | 426 | -15.6% |
| Administrative expenses | $2,584 | $2,520 | -2.5% |
| Recordkeeping fees per participant | $5.11 | not reported | |
| Employer contributions | $806,747 | $812,806 | 0.8% |
Prior filing 20241014110108NAL0025989825001, received 2024-10-14; the plan years are contiguous.