The Putnam Retirement Plan
Sponsored by Putnam Investments, Llc · EIN 261080669 · Plan #001
- Total assets
- $556M
- Net assets
- $556M
- Active participants
- 0
- With balances
- 1,528
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Deloitte & Touche Llp | Accounting | $69,538 |
| Charles Schwab Investment Mngmt,Inc | Securities brokerage | $2,590 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |