How big is Putnam Distributors, Inc.'s plan?

Putnam Distributors, Inc.'s plan reported $3.3M in assets and 24 participants for 2024.

Original filing (PDF)20250708123918NAL0002254099001

Putnam Distributors, Inc.

Name: Putnam Distributors, Inc. — Putnam Distributors, Form 5500 (2024)
Creator: Putnam Distributors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Putnam Distributors, Inc. 401(k) Plan

401(k) retirement plan · Putnam Distributors, Inc.'s Putnam Distributors, Inc. 401(k) Plan held $3.3M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Putnam Distributors, Inc.'s EIN is 56-1116175.

EIN 56-1116175

Plan number 001

Plan year 2024

ACK ID 20250708123918NAL0002254099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Putnam Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Putnam Distributors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), life insurance.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score