AUMdb

Putnam Automotive, Inc. 401(k) Profit Sharing Plan

Sponsored by Putnam Automotive, Inc. · EIN 941230129 · Plan #003

Total assets
$8.6M
Net assets
$8.6M
Active participants
240
With balances
177

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
Qualified Services, Inc. Dba Contract administrator $5,275
Empower Assets Group Llc Investment management $1,792
Envestnet Retirement Solutions Llc Other fees $1,613
Kestra Investment Services Llc Other commissions $0
Osaic Wealth, Inc. Other commissions $0