Benedicte FOIX signed Natixis North America LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Natixis North America LLC's EIN is 27-2765452.
Download the official 2024 Form 5500 (PDF) for Natixis North America LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Natixis North America LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $158K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KIRK CAPITAL ADVISORS LLC | 85-4158052 | — | NONE | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account 1 Various Personal Choice Retirement Account N/R | Self-Directed Brokerage | — | — | $78.8M | 16.7% | |
| s * Charles Schwab S&P 500 Index Fund N/R | Mutual Funds | — | — | $75.2M | 16.0% | |
| Harbor Funds Harbor Capital Appreciation Fund N/R | Mutual Funds | — | — | $50.7M | 10.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $28.5M | 6.1% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $26.6M | 5.7% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $26.1M | 5.5% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $20.9M | 4.5% | |
| Hartford Funds Hartford Core Equity Fund N/R | Other securities | — | — | $19.4M | 4.1% | |
| Vanguard Total Institutional Stock Index N/R | Mutual Funds | — | — | $19.1M | 4.1% | |
| Vanguard Equity Income Admiral N/R | Mutual Funds | — | — | $17.1M | 3.6% | |
| American Funds Europacific Growth N/R | Mutual Funds | — | — | $11.7M | 2.5% | |
| Vanguard Mid Cap Growth N/R | Mutual Funds | — | — | $11.5M | 2.4% | |
| American Funds Allspring Special Small Cap Value Fund N/R | Mutual Funds | — | — | $8.5M | 1.8% | |
| Baird Asset Management Baird Core Plus Bond Institutional N/R | Other securities | — | — | $8.4M | 1.8% | |
| PIMCO Income Institutional N/R | Mutual Funds | — | — | $7.8M | 1.7% | |
| Vanguard Extend Market Index N/R | Mutual Funds | — | — | $7.6M | 1.6% | |
| Victory Sycamore Victory Established Value I N/R | Other securities | — | — | $7.2M | 1.5% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $6.8M | 1.4% | |
| Blackrock Inflation Protected Bond Institutional N/R | Other securities | — | — | $5.8M | 1.2% | |
| JPMorgan Emerging Markets Equity N/R | Other securities | — | — | $5.7M | 1.2% | |
| Vanguard Total Bond Market Index N/R | Mutual Funds | — | — | $5.0M | 1.1% | |
| Janus Henderson Janus Henderson Venture N N/R | Mutual Funds | — | — | $4.6M | 1.0% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $3.6M | 0.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $2.5M | 0.5% | |
| PIMCO Invesco Floating Rate N/R | Mutual Funds | — | — | $2.0M | 0.4% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| SCHWAB MANAGED RET TR FUND-INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $534K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $51K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
