What public Form 5500 filings show about the Putnam Investments, LLC 401(k) plan — and how to find and check your own account.
Putnam Investments, LLC (EIN 26-1080669) reports THE PUTNAM RETIREMENT PLAN on its most recent Form 5500, with $555.8M in plan assets across 0 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Putnam Investments, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Putnam Investments, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILLIS TOWERS WATSON US, ONEDIGITAL INVESTMENT ADVISOR, CHARLES SCHWAB INVESTMENT MNGMT, DELOITTE AND TOUCHE LLP, NORTHERN TRUST, DELOITTE & TOUCHE LLP.
