Plan Ledger DOL Form 5500 · updated monthly

Natixis Investment Managers, LLC401(k)

401(K) SAVINGS AND RETIREMENT PLAN, SPONSORED BY NATIXIS INVESTMENT MANAGERS, LLC · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Natixis Investment Managers, LLC reported $42,390 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,524 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 102nd-largest of 2,726 plans among Massachusetts employers on file, and the 267th of 4,798 in finance & insurance. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$613,091,349
Participants with balances1,637
Active participants954
Employer contributions$10,993,746
Employee contributions$12,665,305
Employer contribution per active participant$11,524
Average account balance$374,521
Benefits paid to participants$54,334,323
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$613.1M · 1,637 accts · $11.0M emplr
2023$557.9M · 1,663 accts · $11.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,275
Investment management$38,115
Total administrative$42,390
The Natixis Investment Managers, LLC 401(k) match · 2024
Employer contribution per active participant$11,524
Median for plans this size$4,294
2024$11,524 per active participant
2023$11,544 per active participant

Natixis Investment Managers, LLC's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$42,315

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$42,390 · 0.01%
2023$24,392 · 0.00%
Same employer
Similar plansFinance & Insurance · Massachusetts
Mapfre U.S.A. Corp. MA$517.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134146043 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.