Natixis Investment Managers 401(k) match, vesting and fees
What Natixis Investment Managers' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Natixis Investment Managers: employer contribution per participant | $6,716 | |
| Peer median | $2,966 |
| Natixis Investment Managers: average balance | $374,521 | |
| Peer median | $104,792 |
| Natixis Investment Managers: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $558M at the end of plan year 2023 to $613M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,651 | $613M | $11M | $6,716 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,683 | $558M | $11.2M | $6,712 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Natixis Investment Managers match 401(k) contributions?
The match terms for the 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC have not been published from its filing yet. The plan year 2024 filing reports $11M in employer contributions, about $6,716 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Natixis Investment Managers 401(k) match vested?
The vesting schedule for the 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Natixis Investment Managers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Natixis Investment Managers, LLC.
I left Natixis Investment Managers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Natixis Investment Managers, LLC, (617) 449-2100) or the recordkeeper, Schwab Retirement Plan Services,inc. The Natixis Investment Managers old 401(k) page lists the contacts from every plan filing. Find an old Natixis Investment Managers 401(k)
Data from the public Form 5500 annual reports Natixis Investment Managers filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Natixis Investment Managers. Not financial advice. Report a correction · Methodology