How big is Putnam Partners, LLC's plan?

Putnam Partners, LLC's plan reported $4.4M in assets and 5 participants for 2025.

Original filing (PDF)20260402171629NAL0003628963001

Putnam Partners, LLC

Name: Putnam Partners, LLC — Putnam Partners, LLC 401(k), Form 5500 (2025)
Creator: Putnam Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Putnam Partners, LLC 401(k) Plan

401(k) retirement plan · Putnam Partners, LLC's Putnam Partners, LLC 401(k) Plan held $4.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Mark Putnam signed Putnam Partners, LLC's 2025 Form 5500 as plan administrator.

Mark Putnam — 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

Putnam Partners, LLC's EIN is 90-0639569.

EIN 90-0639569

Plan number 001

Plan year 2025

ACK ID 20260402171629NAL0003628963001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Putnam Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Putnam Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

PUTNAM PARTNERS, LLC

EIN

all filings

Address

1301 K STREET NW · SUITE 300W · WASHINGTON, DC · 20005

Phone

(202) 238-9100

Industry

Professional & Technical Services

Plan administrator