# Putnam Automotive, INC. 401(k) Plan
Source: https://planprovider.pro/companies/putnam-automotive-inc-401k-plan

> Putnam Automotive, INC.'s 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Putnam Automotive, INC.

- **Sponsor EIN:** 941230129

- **Sponsor Address:** 3 CALIFORNIA DRIVE, BURLINGAME, CA, 94010

- **Plan Type:** 401(k)

- **Total Participants:** 240

- **Total Assets:** $8.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|240|$8.6M|$136,178|$1.1M|

| 2023|239|$7.3M|$124,832|$949,523|

| 2022|142|$5.3M|$86,545|$680,744|

## 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|

| KESTRA INVESTMENT SERVICES LLC|BROKER/ADVISO R|—|$9,833|$9,833|

| OSAIC WEALTH, INC.|BROKER/ADVISO R|—|$9,833|$9,833|

| QUALIFIED SERVICES, INC. DBA|CONTRACT ADMIN|$5,275|—|$5,275|

| SETO KIRAKOSIAN ACCOUNTANCY CORP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,941

- **Estimated Expense Ratio:** 0.289% 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|$10,871|$2,476|—|—|—|

| 2023|$6,637|—|—|—|—|

| 2022|$5,803|$5,803|—|—|—|

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