Original filing (PDF)20250626180919NAL0008800145001

PUTNAM & LIEB, INC., P.S.

Name: PUTNAM & LIEB, INC., P.S. — PUTNAM & LIEB, INC., P.S. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PUTNAM & LIEB, INC., P.S.

Form 5500-SF

FILING_RECEIVED

PUTNAM & LIEB, INC., P.S. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUTNAM & LIEB, INC., P.S..

Plan sponsor

Name

PUTNAM & LIEB, INC., P.S.

EIN

91-1328382

Address

907 LEGION WAY SE · OLYMPIA, WA · 985070337

Phone

(360) 754-7707

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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