The Natixis Us Group 401(k) Plan
Sponsored by Natixis North America Llc · EIN 272765452 · Plan #001
- Total assets
- $471M
- Net assets
- $471M
- Active participants
- 849
- With balances
- 1,423
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Kirk Capital Advisors Llc CRD 312401 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $158,117 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $51,178 |
| Kirk Capital Advisors Llc | Investment advisory (participants), Direct payment from the plan | $11,227 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $3,654 |