LOOMIS, SAYLES & COMPANY, L.P. 401(k) Plan
What public Form 5500 filings show about the LOOMIS, SAYLES & COMPANY, L.P. 401(k) plan — and how to find and check your own account.
The LOOMIS, SAYLES & COMPANY, L.P. 401(k) on its latest Form 5500
LOOMIS, SAYLES & COMPANY, L.P. (EIN 04-3200030) reports LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN on its most recent Form 5500, with $647.5M in plan assets across 776 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full LOOMIS, SAYLES & COMPANY, L.P. filing — schedules, fees, and providers.
Who runs the LOOMIS, SAYLES & COMPANY, L.P. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LOOMIS, SAYLES & COMPANY, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, LOOMIS SAYLES &.
How to check your LOOMIS, SAYLES & COMPANY, L.P. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask LOOMIS, SAYLES & COMPANY, L.P. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).