Puma North America, Inc. 401(k) Plan
Sponsored by Puma North America, Inc. · EIN 043280787 · Plan #001
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 2,825
- With balances
- 1,418
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $102,428 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $41,900 |
| Caron & Bletzer, Pllc | Accounting | $14,580 |
| Jellyvision | Consulting (general) | $8,342 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$33,672 |