Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Natera
Natera 401(k)
- NTRA Nasdaq
- Health care and social assistance
- San Carlos, CA
- EIN 01-0894487
- 1 plan with Schedule H financials
- Plan year 2024
- Natera, Inc.
Filed as negative.Schedule H line 2i(3) is reported as -$92,447. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Total assets, end of year · Natera 401(k) Plan · plan year 2024
$301,434,129
5,164 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015120109NAL0004476225001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120109NAL0004476225001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 5,164
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015120109NAL0004476225001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120109NAL0004476225001, received 2025-10-15
Administrative expenses per participant
$7.87
Higher than 3% of the 2,405 plans $250M to 1B that report it.
Source
= $40,648 / 5,164
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015120109NAL0004476225001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120109NAL0004476225001, received 2025-10-15
Administrative expenses as a share of assets
0.013%
Higher than 8% of the 2,407 plans $250M to 1B that report it.
Source
= $40,648 / $301,434,129
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015120109NAL0004476225001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015120109NAL0004476225001, received 2025-10-15
Employer contributions per participant
$2,036
Higher than 27% of the 2,457 plans $250M to 1B that report it.
Source
= $10,516,457 / 5,164
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015120109NAL0004476225001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120109NAL0004476225001, received 2025-10-15
Employer share of total contributions
17.3%
Higher than 9% of the 2,459 plans $250M to 1B that report it.
Source
= $10,516,457 / $60,871,594
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015120109NAL0004476225001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015120109NAL0004476225001, received 2025-10-15
Plan terms, as stated in Natera, Inc.'s SEC filings
Employer match
“The discretionary match provided to participants is equivalent to 50% of a participant’s pre-tax contributions up to a maximum of 6% of eligible compensation per pay period.”
Form 10-K filed 2026-02-27, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
Plan features
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015120109NAL0004476225001, received 2025-10-15
Full record, Natera 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | NATERA | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Plan name | NATERA 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Sponsor EIN / plan number | 01-0894487 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Sponsor location | SAN CARLOS, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Industry (business code) | 621510, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Participants, beginning of year | 4,160 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Active participants | 4,461 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Participants, end of year | 5,535 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Participants with an account balance | 5,164 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Total assets, beginning of year | $217,011,757 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Total assets, end of year | $301,434,129 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Net assets, end of year | $301,434,129 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Total income | $97,420,128 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Net income | $84,422,372 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Employer contributions | $10,516,457 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Participant contributions | $38,292,541 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $12,062,596 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Total contributions | $60,871,594 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Benefit payments | $12,932,017 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $12,997,756 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Total administrative expenses | $40,648 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Recordkeeping fees | -$92,447 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| IQPA audit fees | $8,750 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Investment advisory and management fees | $53,126 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Held in mutual funds | $293,328,135 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015120109NAL0004476225001, received 2025-10-15 |
| Independent auditor | PW PARTNERS LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015120109NAL0004476225001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015120109NAL0004476225001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISOR | 16 Consulting (general); 27 Investment advisory (plan) | $115,595 | no |
| PW PARTNERS LLC | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing); 16 Consulting (general) | $17,500 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $-92,447 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015120109NAL0004476225001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $217,011,757 | $301,434,129 | 38.9% |
| Participants with a balance | 3,986 | 5,164 | 29.6% |
| Administrative expenses | $80,270 | $40,648 | -49.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $8,578,925 | $10,516,457 | 22.6% |
Prior filing 20250410170439NAL0024643409001, received 2025-04-10; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: NATERA; SEC registrant: Natera, Inc. (CIK 1604821, matched by EIN; display name from the Form 10-K cover).