# Puma North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/puma-north-america-inc-401k-plan

> Puma North America, INC.'s 401(k) plan: 2,825 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|

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