# Natera DC Plan
Source: https://planprovider.pro/companies/natera-plan

> Natera's DC plan: 4,461 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [PW PARTNERS LLC](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/natera-plan)

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