Loomis Sayles Trust Company, LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Loomis Sayles Trust Company, LLC
  • Sponsor EIN: 846391546
  • Sponsor Address: ONE FINACIAL CENTER, BOSTON, MA, 02111
  • Plan Type: 401(k)
  • Plan Number: 016
  • Total Participants: 0
  • Total Assets: $756.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$756.8M$0$0
20230$999.5M$0$0
20220$908.5M$0$0
20210$770.5M$0$0

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