AUMdb

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan

Sponsored by Loomis, Sayles & Company, L.P. · EIN 043200030 · Plan #002

Total assets
$647M
Net assets
$647M
Active participants
776
With balances
1,006

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

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 $179,314