JEFFERIES LLC
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6Rank #1828 of mapped providers
Assets under administration$22.7B0.0%Market share · rank #582
Fees received$2MMedian $58,668/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical JEFFERIES LLC plan look like?
Service mix · median fees per plan
Count of plans where JEFFERIES LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general)Code 16 | 1 | $661,185 | |
Direct payment from the plan; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $55,882 | |
Valuation (appraisals, etc.); Consulting fees; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment advisory (plan)Code 27 | 1 | $952,034 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $61,453 | |
Securities brokerage commissions and feesCode 71 | 1 | $2,259 | |
Other feesCode 99 | 1 | $2 |
Competitor overlap
Percent of JEFFERIES LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under JEFFERIES LLC.
| Sponsor | From | Assets |
|---|---|---|
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | TOWERBROOK INVESTORS III LP | $1.8B |
AMPEX CORPORATIONCT · 133667696-009 | PINNACLE ASSOCIATES LTD | $109M |
TRUWEST COMPANY, LLCOH · 300719069-001 | COWEN & COMPANY LLC | $22M |
Plans lost in 2024
Appeared last year under JEFFERIES LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | WILLIS TOWERS WATSON US LLC | $5.4B |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | STEPSTONE GROUP LP | $5.3B |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-013 | STEPSTONE GROUP LP | $1.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $61,453 | 2y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $4,517 | 2y | - |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | $1.8B | 1,794 | $952,034 | 1y | - |
AMPEX CORPORATIONCT · 133667696-009 | $109M | 1,238 | $661,185 | 1y | - |
TRUWEST COMPANY, LLCOH · 300719069-001 | $22M | 315 | $2 | 1y | - |
BAYSTATE HEALTH, INC.MA · 042105941-001 | $7M | 0 | $55,882 | 2y | - |
Flag exposure
83.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (15)
Raw Schedule C names collapsed into JEFFERIES LLC.
- JEFFERIES & CO
- JEFFERIES & CO INC
- JEFFERIES & CO INC, NEW YORK
- JEFFERIES & COMPANY
- JEFFERIES & COMPANY INC.
- JEFFERIES AND COMPANY INC
- JEFFERIES AND COMPANY INC.
- JEFFERIES FINANCE LLC
- JEFFERIES GROUP, LLC
- JEFFERIES INTERNATIONAL LIMITED
- JEFFERIES LLC
- JEFFRIES
- JEFFRIES & CO. INC.
- JEFFRIES INTERNATIONAL LTD
- JEFFRIES LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for JEFFERIES LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JEFFERIES LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent