Jefferies Group Llc 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2020. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Jefferies Group Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2020 filing.
Jefferies Group Llc 401(k) Plan Facts (plan year 2020)
Source: Form 5500 for plan year 2020 (Dec 1, 2020 – Nov 30, 2021), filed Aug 8, 2022. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2020
- $61.4 million went into the plan in contributions, $8.22 million of it from the employer (13%).
- $59.2 million was paid out to participants.
- Investment and other income added $169.1 million.
How the Jefferies Group Llc 401(k) changed, 2015–2020
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2015 | 4,677 | $429.3 million | $6.26 million | $43.6 million |
| 2016 | 3,871 | $522.6 million | $6.20 million | $44.1 million |
| 2017 | 3,972 | $531.0 million | $6.70 million | $36.9 million |
| 2018 | 4,244 | $614.2 million | $7.52 million | $42.7 million |
| 2019 | 4,248 | $729.4 million | $8.06 million | $54.9 million |
| 2020 | 4,319 | $901.1 million | $8.22 million | $59.2 million |
Jefferies Group Llc 401(k) Contact Information
Questions about the Jefferies Group Llc 401(k)
Is the Jefferies Group Llc 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2020, and no later filing was found under this employer's EIN.
Does Jefferies Group Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $8.22 million, 13% of all contributions.
Does the Jefferies Group Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Jefferies Group Llc 401(k) plan?
4,319 participants at the start of plan year 2020, 3,008 of them active employees, and 1,706 former employees who still had money in the plan.
What is the average 401(k) balance at Jefferies Group Llc?
About $217,615 per account: $901.1 million in plan assets across 4,141 accounts with a balance at the end of plan year 2020.
Who manages the Jefferies Group Llc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.