Jefferies + Company — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jefferies + Company is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $190,662.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $190,662
- Total reported compensation
- $190,662
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Lazard Asset Management LLC | MO | 1 | $83,802 |
| Lord Abbett & Co LLC | MO | 1 | $37,970 |
| Bell Asset Management Ltd. | MO | 1 | $15,942 |
| Lord Abbett & Co LLC | MO | 1 | $15,488 |
| Rhumbline Advisers Corp. | MO | 1 | $14,582 |
| Bell Asset Management Ltd. | MO | 1 | $10,225 |
| Lazard Asset Management LLC | MO | 1 | $6,497 |
| Aberdeen Asset Management | MO | 1 | $6,156 |
State footprint
Plans reporting Jefferies + Company are sponsored in MO (8).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lazard Asset Management LLC | Lazard International Strategic Equity (Acw Ex-U.S.) Trust | 2023 | $0 | $83,802 |
| Lord Abbett & Co LLC | Lord Abbett Small Cap Growth Trust | 2023 | $0 | $37,970 |
| Bell Asset Management Ltd. | Bell Australia Trust | 2023 | $0 | $15,942 |
| Lord Abbett & Co LLC | Lord Abbett International Small Cap Trust | 2023 | $0 | $15,488 |
| Rhumbline Advisers Corp. | Rhumbline Mid-Cap Index Fund Pooled Trust | 2023 | $0 | $14,582 |
| Bell Asset Management Ltd. | Bell Global Trust | 2023 | $0 | $10,225 |
| Lazard Asset Management LLC | Emerging Markets Equity Group Trust | 2023 | $0 | $6,497 |
| Aberdeen Asset Management | Eafe Plus Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. | 2023 | $0 | $6,156 |
Related Form 5500 pages
- Lazard International Strategic Equity (Acw Ex-U.S.) Trust (plan 001)
- Lazard Asset Management LLC — all reported plans
- Lord Abbett Small Cap Growth Trust (plan 001)
- Lord Abbett & Co LLC — all reported plans
- Bell Australia Trust (plan 001)
- Bell Asset Management Ltd. — all reported plans
- Lord Abbett International Small Cap Trust (plan 001)
- Lord Abbett & Co LLC — all reported plans
- Rhumbline Mid-Cap Index Fund Pooled Trust (plan 001)
- Rhumbline Advisers Corp. — all reported plans
- Bell Global Trust (plan 001)
- Bell Asset Management Ltd. — all reported plans
- Emerging Markets Equity Group Trust (plan 002)
- Lazard Asset Management LLC — all reported plans
- Eafe Plus Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. (plan 001)
- Aberdeen Asset Management — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources