Natera 401(k) Plan
Sponsored by Natera · EIN 010894487 · Plan #001
- Total assets
- $301M
- Net assets
- $301M
- Active participants
- 4,461
- With balances
- 5,164
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Consulting (general), Investment advisory (plan) | $115,595 |
| Pw Partners Llc | Accounting, Consulting (general) | $17,500 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$92,447 |