Natixis North America Llc 401(k) Plan: Login, Facts & Contact Information

Natixis North America Llc 401(k) Plan Facts

Plan name
THE NATIXIS US GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NATIXIS NORTH AMERICA LLC
Participants
1,441 (849 active employees)
Former employees with a balance
635
Plan assets
$470,553,623 at Dec 31, 2024
Average account balance
$330,677 across 1,423 accounts
Employer contributions
$15,528,756 in plan year 2024 (47% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 6, 2002
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 31, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $33.2 million went into the plan in contributions, $15.5 million of it from the employer (47%).
  • $19.4 million was paid out to participants.
  • Investment and other income added $67.6 million.
  • Administrative expenses were $220,571, about $155 per account.

How the Natixis North America Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,241$268.0 million$11.3 million$14.9 million
20201,274$329.8 million$11.3 million$14.5 million
20211,278$381.4 million$11.7 million$17.9 million
20221,314$323.6 million$12.8 million$16.5 million
20231,407$389.4 million$14.2 million$26.9 million
20241,441$470.6 million$15.5 million$19.4 million

Natixis North America Llc 401(k) Contact Information

Phone
212-583-4994
Mailing address
1251 AVENUE OF THE AMERICAS, 3RD FL, NEW YORK NY 10020
Plan sponsor
NATIXIS NORTH AMERICA LLC
Employer identification number (EIN)
27-2765452
Plan number
001

Questions about the Natixis North America Llc 401(k)

Does Natixis North America Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $15.5 million, 47% of all contributions.

Does the Natixis North America Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Natixis North America Llc 401(k) plan?

1,441 participants at the start of plan year 2024, 849 of them active employees, and 635 former employees who still had money in the plan.

What is the average 401(k) balance at Natixis North America Llc?

About $330,677 per account: $470.6 million in plan assets across 1,423 accounts with a balance at the end of plan year 2024.

Who manages the Natixis North America Llc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Natixis North America Llc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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