Putnam Advisory Company LLC (EIN 51-6190219) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 1 filing reports $114.7M in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Putnam Total Return US Investment Grade Fixed Income Fund LLC | 246 | 0 | $114.7M |
51-6190219 is the Employer Identification Number (EIN) Putnam Advisory Company LLC reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
