Plan Snapshot
- Plan Sponsor: Loomis, Sayles & Company, L.P.
- Sponsor EIN: 043200030
- Sponsor Address: ONE FINANCIAL CENTER, BOSTON, MA, 02111
- Plan Type: DB
- Total Participants: 110
- Total Assets: $125.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $125.8M | $1.0M | $0 |
| 2023 | 115 | $136.3M | $2.2M | $0 |
| 2022 | 141 | $127.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $336,912 | $58,555 | — | — | — |
| 2023 | $526,371 | $122,465 | — | — | — |
| 2022 | $370,578 | — | — | — | $148,276 |