# Loomis, Sayles & Company, L.P. DC Plan
Source: https://planprovider.pro/companies/loomis-sayles-company-l-p-plan-002

> Loomis, Sayles & Company, L.P.'s DC plan: 776 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Loomis, Sayles & Company, L.P.

- **Sponsor EIN:** 043200030

- **Sponsor Address:** ONE FINANCIAL CENTER, BOSTON, MA, 02111

- **Plan Type:** DC

- **Total Participants:** 776

- **Total Assets:** $647.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|776|$647.5M|$16.2M|$11.0M|

| 2023|824|$565.1M|$15.8M|$11.0M|

| 2022|783|$490.3M|$13.1M|$9.9M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$179,314|—|$179,314|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $179,314

- **Estimated Expense Ratio:** 0.028% of plan assets

### 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|$179,301|$24,765|—|—|—|

| 2023|$163,702|$15,820|$2,172|—|—|

| 2022|$264,910|—|—|—|$12,212|

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