How big is The Putney Financial Group LLC's plan?

The Putney Financial Group LLC's plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20250603132455NAL0007640307001

The Putney Financial Group LLC

Name: The Putney Financial Group LLC — The Putney, Form 5500 (2024)
Creator: The Putney Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Putney Financial Group LLC 401(k) Plan

401(k) retirement plan · The Putney Financial Group LLC's The Putney Financial Group LLC 401(k) Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Nancy Schrock signed The Putney Financial Group LLC's 2024 Form 5500 as plan administrator.

Nancy Schrock — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Putney Financial Group LLC's EIN is 87-4835653.

EIN 87-4835653

Plan number 001

Plan year 2024

ACK ID 20250603132455NAL0007640307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Putney Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Putney Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PUTNEY FINANCIAL GROUP LLC.

Finding similar companies…

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

Knocking points off