# Natixis North America LLC 401(k) Plan
Source: https://planprovider.pro/companies/natixis-north-america-llc-401k-plan

> Natixis North America LLC's 401(k) plan: 849 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Natixis North America LLC

- **Sponsor EIN:** 272765452

- **Sponsor Address:** 1251 AVENUE OF THE AMERICAS, 3RD FL, NEW YORK, NY, 10020

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

- **Total Participants:** 849

- **Total Assets:** $470.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|849|$470.6M|$15.5M|$16.2M|

| 2023|820|$389.4M|$14.2M|$14.8M|

| 2022|794|$323.6M|$12.8M|$13.5M|

## 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|$158,117|—|$158,117|

| FISHER INVESTMENTS|NONE|$51,178|—|$51,178|

| KIRK CAPITAL ADVISORS LLC|NONE|$11,227|—|$11,227|

| BAKER TILLY US, LLP|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

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $220,522

- **Estimated Expense Ratio:** 0.047% 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|$220,571|$101,613|—|—|—|

| 2023|$303,476|$177,795|—|—|—|

| 2022|$191,345|$46,666|—|—|—|

## Similar Plans

- [Credit Agricole Corporate And Investment Bank](https://planprovider.pro/companies/credit-agricole-corporate-and-investment-bank-401k-plan) — 857 participants

- [Tradeweb Markets LLC](https://planprovider.pro/companies/tradeweb-markets-llc-401k-plan) — 1,016 participants

- [Virtu Financial Operating LLC](https://planprovider.pro/companies/virtu-financial-operating-llc-plan) — 630 participants

- [Atria Wealth Solutions, INC.](https://planprovider.pro/companies/atria-wealth-solutions-inc-401k-plan) — 599 participants

- [First Eagle Investment Management, LLC](https://planprovider.pro/companies/first-eagle-investment-management-llc-401k-plan) — 584 participants

- [Man Investments Usa Holdings INC.](https://planprovider.pro/companies/man-investments-usa-holdings-inc-401k-plan) — 405 participants

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

© 2026 PlanProvider.Pro