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Original filing (PDF)20231011133514NAL0029553521001
NATIXIS INVESTMENT MANAGERS, LLC
Form 5500
FILING_RECEIVED
401(K) SAVINGS AND RETIREMENT PLAN, SPONSORED BY NATIXIS INVESTMENT MANAGERS, LLC
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
988
Accounts w/ balance
1,646
Plan assets (EOY)
$468.1M
Net assets (EOY)
$468.1M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIXIS INVESTMENT MANAGERS, LLC.
Plan sponsor
Name
NATIXIS INVESTMENT MANAGERS, LLC
EIN
04-3398261
Address
888 BOYLSTON STREET, SUITE 800 · BOSTON, MA · 02199
Phone
(617) 449-2100
Industry
Finance & Insurancesee all
Plan administrator
Name
RETIREMENT PLAN COMMITTEE
EIN
04-3398261
City
BOSTON, MA
Phone
(617) 449-2100
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAYER HOFFMAN MCCANN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $12K | — |
Investments
4 pooled funds· $50.4M(11% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WINSLOW LARGE CAP GROWTH FUND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $24.5M | 5.2% |
| AEW REAL ESTATE SECU DIVERSIFIED TR SEI TRUST COMPANY · EIN 26-1726524 / PN 022 | Common Collective Trust | $11.0M | 2.3% |
| 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% |
| 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% |