Jefferies Employees' Pension Plan
Sponsored by Jefferies Financial Group Inc. · EIN 132615557 · Plan #006
- Total assets
- $41.9M
- Net assets
- $41.9M
- Active participants
- 30
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Blackrock Institutional Trust Co | Investment management, Investment management fees (direct), Investment management fees (indirect) | $162,498 |
| Usi Consulting Group | Actuarial | $116,000 |
| Principal Trust Company | Investment advisory (participants), Direct payment from the plan | $25,331 |
| Tanner Llc | Accounting, Direct payment from the plan | $19,572 |