Plan Snapshot
- Plan Sponsor: Natera
- Sponsor EIN: 010894487
- Sponsor Address: 201 INDUSTRIAL RD., SAN CARLOS, CA, 94070
- Plan Type: DC
- Total Participants: 4,461
- Total Assets: $301.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4,461 | $301.4M | $10.5M | $38.3M |
| 2023 | 3,256 | $217.0M | $8.6M | $31.6M |
| 2022 | 2,893 | $150.0M | $9.1M | $30.8M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISOR | $115,595 | — | $115,595 |
| PW PARTNERS LLC | ACCOUNTANT/AUDITOR | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT ADVISOR
- PW PARTNERS LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,095
- Estimated Expense Ratio: 0.044% 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 | $40,648 | $53,126 | — | $8,750 | — |
| 2023 | $80,270 | $60,531 | — | $39,278 | — |
| 2022 | $82,430 | — | — | — | — |