Plan Snapshot
- Plan Sponsor: Putnam Investments, LLC
- Sponsor EIN: 261080669
- Sponsor Address: 8515 E ORCHARD RD 3T2, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $555.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 0 | $555.8M | $3.4M | $0 |
| 2023 | 1,270 | $996.4M | $14.0M | $16.6M |
| 2022 | 1,300 | $849.3M | $14.7M | $15.3M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | $69,538 | — | $69,538 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,538
- Estimated Expense Ratio: 0.013% 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 | $69,538 | — | — | $69,538 | — |
| 2023 | $18,625 | — | $18,625 | — | — |
| 2022 | $16,070 | — | $16,070 | — | — |