Plan Ledger DOL Form 5500 · updated monthly

Natixis North America LLC401(k)

NATIXIS US GROUP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Natixis North America LLC reported $220,571 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $18,291 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 2 years on file its reported administrative ratio fell from 0.054% to 0.051%. 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 233rd-largest of 5,648 plans among New York employers on file, and the 324th of 4,798 in finance & insurance. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$470,553,623
Participants with balances1,423
Active participants849
Employer contributions$15,528,756
Employee contributions$16,212,578
Employer contribution per active participant$18,291
Average account balance$330,677
Benefits paid to participants$19,424,006
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$470.6M · 1,423 accts · $15.5M emplr
2023$389.4M · 1,376 accts · $14.2M emplr
2022$323.6M · 1,336 accts · $12.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,958
Investment management$101,613
Total administrative$220,571
The Natixis North America LLC 401(k) match · 2024
Employer contribution per active participant$18,291
Median for plans this size$4,294
2024$18,291 per active participant
2023$17,332 per active participant
2022$16,159 per active participant

Natixis North America 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 · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$158,117
FISHER INVESTMENTS · Investment advisory (participants)$51,178
KIRK CAPITAL ADVISORS LLC · Investment advisory (participants)$11,227
CHARLES SCHWAB & CO., INC. · Securities brokerage$3,654

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 history3
2024$220,571 · 0.05%
2023$303,476 · 0.09%
2022$191,345 · 0.05%
Same employer
Similar plansFinance & Insurance · New York
C.V. Starr & Co., Inc. NY$486.8M · 0.04%
Jennison Associates LLC NY$485.9M · 0.04%
Gbt US LLC NY$470.7M · 0.11%
Msci Inc. NY$430.1M · 0.00%
Nbt Bancorp Inc. NY$415.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272765452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.