Natixis Us Cib Defined Benefit Pension Plan
Sponsored by Natixis North America Llc · EIN 272765452 · Plan #002
- Total assets
- $99.4M
- Net assets
- $99.4M
- Active participants
- 146
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| New York Life Investment Management Llc CRD 109591 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services | Actuarial, Recordkeeping, Direct payment from the plan | $91,726 |
| New York Life Investment Managment | Investment management, Direct payment from the plan | $66,166 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,114 |