Susan St. Germain signed Natixis Investment Managers, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Natixis Investment Managers, LLC's EIN is 04-3398261.
Download the official 2022 Form 5500 (PDF) for Natixis Investment Managers, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Natixis Investment Managers, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Oakmark Investor | Other securities | — | — | $54.8M | 11.7% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $46.9M | 10.0% | |
| Loomis Sayles Growth Class Y | Other securities | — | — | $39.2M | 8.4% | |
| Oakmark International Investor Class | Other securities | — | — | $37.6M | 8.0% | |
| WINSLOW LARGE CAP GROWTH FUND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $24.5M | 5.2% | |
| Vanguard Prime Money Market Admiral | Mutual Funds | — | — | $23.2M | 5.0% | |
| Loomis Sayles Small Cap | Other securities | — | — | $20.5M | 4.4% | |
| Loomis Sayles Small Cap Growth | Other securities | — | — | $16.5M | 3.5% | |
| Oakmark Equity & Income Investor | Other securities | — | — | $15.7M | 3.3% | |
| Vanguard Institutional Target Retirement 2045 | Mutual Funds | — | — | $15.6M | 3.3% | |
| Vanguard Institutional Target Retirement 2035 | Mutual Funds | — | — | $15.4M | 3.3% | |
| Artisan Mid Cap | Other securities | — | — | $15.2M | 3.2% | |
| Loomis Sayles Bond Cl I | Other securities | — | — | $12.9M | 2.8% | |
| Loomis Sayles Core Plus Bond Y | Other securities | — | — | $11.9M | 2.5% | |
| Gateway Y | Other securities | — | — | $11.3M | 2.4% | |
| Vaughan Nelson Value Opportunity | Other securities | — | — | $11.2M | 2.4% | |
| AEW Global Properties Trust | Other securities | — | — | $11.0M | 2.3% | |
| AEW REAL ESTATE SECU DIVERSIFIED TR SEI TRUST COMPANY · EIN 26-1726524 / PN 022 | Common Collective Trust | — | — | $11.0M | 2.3% | |
| SS Global Equity Ex USA Idx NL C | Common Collective Trusts | — | — | $10.2M | 2.2% | |
| SS GBL EQ EX U.S. INDX NL SF CL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 242 | Common Collective Trust | — | — | $10.2M | 2.2% | |
| Vanguard Institutional Target Retirement 2030 | Mutual Funds | — | — | $8.7M | 1.9% | |
| Vanguard Institutional Target Retirement 2040 | Mutual Funds | — | — | $8.7M | 1.9% | |
| Vanguard Total BD MKT IDX INST | Common Collective Trusts | — | — | $8.1M | 1.7% | |
| Vanguard Short-Term Federal Adm | Mutual Funds | — | — | $7.6M | 1.6% | |
| Vanguard Institutional Target Retirement 2050 | Mutual Funds | — | — | $7.5M | 1.6% | |
| Vanguard Institutional Target Retirement 2055 | Mutual Funds | — | — | $6.3M | 1.4% | |
| Mirova Global Sustainable Equity Y | Other securities | — | — | $5.9M | 1.3% | |
| SS RUSL SML/MID CAP NL SF CL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $4.7M | 1.0% | |
| WCM Focused International Growth Institutional | Other securities | — | — | $3.0M | 0.6% | |
| Vanguard Institutional Target Retirement 2060 | Mutual Funds | — | — | $1.6M | 0.3% | |
| Vanguard Institutional Target Retirement 2020 | Mutual Funds | — | — | $1.2M | 0.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.2M | 0.3% | |
| Participant Loans | Participant loans | — | — | $1.2M | 0.2% | |
| WCM Focused Emerging Market Investment | Other securities | — | — | $676K | 0.1% | |
| Vanguard Institutional Target Retirement 2065 | Mutual Funds | — | — | $493K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
