Plans listing this provider
26
0.05% of the 56,420 plans with Schedule H financials; 28 in 2023
Providers › Loomis - Sayles - Natixis - Hansber
Loomis - Sayles - Natixis - Hansber
- Service provider, as named on Schedule C
- EIN 043200030
- Plan year 2024
- Direct compensation reported $6,801,431
Assets of those plans
$160,870,049,864
2.07% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$6,801,431
38% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 22 |
| 59 | Shareholder servicing fees | 14 |
| 51 | Investment management fees paid directly by plan | 4 |
| 52 | Investment management fees paid indirectly by plan | 3 |
| 50 | Direct payment from the plan | 3 |
| 27 | Investment advisory (plan) | 3 |
| 68 | Soft dollars commissions | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $2,648,010 |
| Walmart 401(k) Plan | Walmart | $50,790,179,678 | 1,161,254 | $2,207,467 |
| CVS Health Future Fund 401(k) Plan | CVS Health | $30,087,909,242 | 230,636 | $1,405,760 |
| American Express Retirement Savings Plan | American Express | $9,068,227,739 | 38,135 | $348,399 |
| Siemens Energy, Inc. Savings Plan | Siemens Energy | $3,957,525,930 | 15,382 | $104,373 |
| Discover Financial Services 401(k) Plan | Discover Financial Services | $3,212,387,200 | 26,671 | $45,779 |
| CSX Corporation 401(k) Plan | CSX | $1,540,902,143 | 5,519 | $0 |
| CSX Corporation Capital Builder Plan | CSX | $1,536,701,769 | 15,201 | $0 |
| G3 Technologies Inc 401(k) Plan | G3 Technologies | $59,494,635 | 327 | $0 |
| Computer Systems Center Inc 401(k) Retirement Plan | Computer Systems Center | $40,710,729 | 228 | $0 |
| Ahresty Wilmington Corporation Retirement Savings Plan | Ahresty Wilmington | $34,494,671 | 633 | $0 |
| Bogle Vineyards Inc 401(k) Retirement Plan | Bogle Vineyards | $23,455,011 | 195 | $0 |
| Music Reports, Inc. 401(k) Retirement Plan | Music Reports | $15,184,445 | 115 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
| Triad Machinery Inc 401(k) Profit Sharing Plan | Triad Machinery | $10,938,560 | 109 | $0 |
| Crossroads Rhode Island 401(k) Retirement Plan | Crossroads Rhode Island | $10,061,030 | 208 | $0 |
| Chinburg Builders, Inc. 401(k) Profit Sharing Plan and Trust | Chinburg Builders Inc. 401(k) Profit Sharing and Trust | $9,854,355 | 124 | $0 |
| Montana Contractors Assoc, Inc. 401(k) Retirement Plan & Trust | Century Companies | $8,863,598 | 298 | $11,266 |
| Montana Contractors Assoc, Inc. 401(k) Retirement Plan & Trust | United Materials of Great Falls | $8,581,956 | 232 | $11,144 |
| Montana Contractors Assoc, Inc. 401(k) Retirement Plan & Trust | Riverside Contracting | $8,157,585 | 221 | $10,423 |
| Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust | Jackson Contractor Group | $6,983,473 | 309 | $8,810 |
| Blackhawk Country Club Employee Savings Plan | Blackhawk Country Club | $5,279,137 | 222 | $0 |
| Girl Scouts of Western Ohio's 401(k) Thrift Plan | Girl Scouts of Western Ohio | $3,768,398 | 147 | $0 |
| PHA America, Inc. 401(k) Plan | PHA America | $3,389,244 | 305 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.