Natixis Us Group 401(K) Plan — Form 5500 plan (Natixis North America LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Natixis Us Group 401(K) Plan is a benefit plan reported by Natixis North America LLC under EIN 27-2765452 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,407 participants and $389,428,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Natixis North America LLC
- EIN
- 27-2765452
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,407
- End-of-year plan assets
- $389,428,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,407 | H, C | 20241015080336NAL0015967347002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $389,428,438
- Net assets (EOY)
- $389,428,438
- Net assets (BOY)
- $323,638,096
Income & contributions
- Employer contributions
- $14,212,648
- Participant contributions
- $14,799,047
- Total contributions
- $30,464,105
- Total income / additions
- $92,953,888
Expenses & distributions
- Benefits paid
- $26,857,607
- Administrative expenses
- $303,476
- Total expenses
- $27,163,546
- Net increase / (decrease)
- $65,790,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $160,175 | not reported in the loaded dataset | 2023 |
| Newport Group Securities, Inc. | NONE | $149,414 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $40,036 | not reported in the loaded dataset | 2023 |
| Kirk Capital Advisors LLC | NONE | $12,562 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $5,031 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,678 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Natixis North America LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Newport Group Securities, Inc. — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Kirk Capital Advisors LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation