# Natixis North America LLC DB Plan
Source: https://planprovider.pro/companies/natixis-north-america-llc-plan-002

> Natixis North America LLC's DB plan: 146 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, NEW YORK, NY, 10020

- **Plan Type:** DB

- **Total Participants:** 146

- **Total Assets:** $99.4M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|146|$99.4M|$0|$0|

| 2023|153|$103.8M|$0|$0|

| 2022|169|$97.5M|$0|$0|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** $0

### 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|$219,603|$66,166|—|—|—|

| 2023|$216,088|—|—|—|—|

| 2022|$214,404|$65,864|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/natixis-north-america-llc-plan-002)

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