# Natixis Investment Managers, LLC 401(k) Plan
Source: https://planprovider.pro/companies/natixis-investment-managers-llc-401k-plan-001

> Natixis Investment Managers, LLC's 401(k) plan: 954 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Natixis Investment Managers, LLC

- **Sponsor EIN:** 134146043

- **Sponsor Address:** 888 BOYLSTON STREET, SUITE 800, BOSTON, MA, 02199

- **Plan Type:** 401(k)

- **Total Participants:** 954

- **Total Assets:** $613.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|954|$613.1M|$11.0M|$12.7M|

| 2023|967|$557.9M|$11.2M|$12.7M|

## 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|$42,315|—|$42,315|

| CARON & BLETZER, PLLC|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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,315

- **Estimated Expense Ratio:** 0.007% 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|$42,390|$38,115|—|—|—|

| 2023|$24,392|$20,042|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/natixis-investment-managers-llc-401k-plan-001)

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