Susan St. Germain signed Natixis Investment Managers, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Natixis Investment Managers, LLC's EIN is 13-4146043.
Download the official 2024 Form 5500 (PDF) for Natixis Investment Managers, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 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 | $42K | — |
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 Class " | Other securities | — | — | $72.5M | 11.8% | |
| Vanguard Institutional Index Fund " | Common Collective Trusts | — | — | $72.2M | 11.8% | |
| Loomis Sayles Growth Class Y " | Other securities | — | — | $70.3M | 11.5% | |
| WINSLOW LARGE CAP GROWTH FUND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $36.3M | 5.9% | |
| Oakmark International Investor Class " | Other securities | — | — | $33.7M | 5.5% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Mutual fund | Mutual Funds | — | — | $30.8M | 5.0% | |
| Loomis Sayles Small/Mid Cap V1 " | Other securities | — | — | $22.2M | 3.6% | |
| Vanguard Target Retirement 2045 " | Mutual Funds | — | — | $19.7M | 3.2% | |
| Vanguard Target Retirement 2035 " | Mutual Funds | — | — | $18.4M | 3.0% | |
| Loomis Sayles Small Cap Growth Institutional Class " | Other securities | — | — | $18.0M | 2.9% | |
| Artisan Mid Cap Fund " | Other securities | — | — | $16.9M | 2.8% | |
| Loomis Sayles Bond Institutional Class " | Other securities | — | — | $16.3M | 2.7% | |
| Oakmark Equity & Income Investor Class " | Other securities | — | — | $15.8M | 2.6% | |
| Gateway Fund Class Y " | Other securities | — | — | $14.5M | 2.4% | |
| Loomis Sayles Core Plus Bond Class Y " | Other securities | — | — | $13.9M | 2.3% | |
| State Street Global Equity Ex USA Index Non-Lending C " | Common Collective Trusts | — | — | $13.6M | 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 | — | — | $13.6M | 2.2% | |
| Vaughan Nelson Value Opportunity A " | Other securities | — | — | $13.2M | 2.2% | |
| Vanguard Total Bond Market Index Institutional " | Mutual Funds | — | — | $12.8M | 2.1% | |
| Vanguard Target Retirement 2030 " | Mutual Funds | — | — | $12.1M | 2.0% | |
| Vanguard Target Retirement 2040 " | Mutual Funds | — | — | $12.1M | 2.0% | |
| AEW Global Properties Trust Common collective trust | Common Collective Trusts | — | — | $11.9M | 1.9% | |
| AEW REAL ESTATE SECU DIVERSIFIED TR SEI TRUST COMPANY · EIN 26-1726524 / PN 022 | Common Collective Trust | — | — | $11.9M | 1.9% | |
| Vanguard Target Retirement 2050 " | Mutual Funds | — | — | $11.0M | 1.8% | |
| Vanguard Target Retirement 2055 " | Mutual Funds | — | — | $9.7M | 1.6% | |
| Vanguard Target Retirement 2025 " | Mutual Funds | — | — | $8.2M | 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 | — | — | $7.9M | 1.3% | |
| Vanguard Short-Term Federal Fund Admiral " | Mutual Funds | — | — | $7.8M | 1.3% | |
| Mirova Global Sustainable Equity Y " | Other securities | — | — | $7.0M | 1.1% | |
| WCM Focused International Growth Institutional " | Other securities | — | — | $4.9M | 0.8% | |
| Vanguard Target Retirement 2060 " | Mutual Funds | — | — | $3.1M | 0.5% | |
| WCM Focused Emerging Market Investor " | Other securities | — | — | $1.8M | 0.3% | |
| Vanguard Target Retirement 2065 " | Mutual Funds | — | — | $1.7M | 0.3% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $1.5M | 0.2% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $1.0M | 0.2% | |
| Vanguard Target Retirement 2020 " | Mutual Funds | — | — | $369K | <0.1% | |
| Vanguard Target Retirement 2070 " | Mutual Funds | — | — | $49K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
