Loomis Sayles Trust Company, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Loomis Sayles Trust Company, LLC
  • Sponsor EIN: 208080381
  • Sponsor Address: ONE FINANCIAL CENTER, 27TH FLOOR, BOSTON, MA, 02111
  • Plan Type: 401(k)
  • Plan Number: 006
  • Total Participants: 0
  • Total Assets: $183.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$183.3M$0$0
20240$159.7M$0$0
20230$164.9M$0$0
20220$30.1M$0$0

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