Plan Snapshot
- Plan Sponsor: Puma North America, INC.
- Sponsor EIN: 043280787
- Sponsor Address: 455 GRAND UNION BOULEVARD, SOMERVILLE, MA, 02145
- Plan Type: 401(k)
- Total Participants: 2,825
- Total Assets: $129.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,825 | $129.6M | $3.9M | $9.4M |
| 2023 | 2,018 | $108.1M | $3.9M | $9.1M |
| 2022 | 2,273 | $86.1M | $3.4M | $7.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| OSAIC WEALTH INC | ADVISOR | $102,428 | — | $102,428 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $41,900 | — | $41,900 |
| CARON & BLETZER, PLLC | ACCOUNTANT/AUDITOR | $14,580 | — | $14,580 |
| JELLYVISION | CONSULTANT | $8,342 | — | $8,342 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- CARON & BLETZER, PLLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,250
- Estimated Expense Ratio: 0.129% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $185,191 | $144,328 | $2,100 | $14,580 | — |
| 2023 | $165,197 | $129,817 | $300 | $15,530 | — |
| 2022 | $163,759 | $22,187 | — | — | — |