Putnam Associates, Llc 401(k) Plan (terminated 2020): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2020, when $15.3 million was transferred out of the plan. Assets moved to the INIZIO EMPLOYEE SAVINGS PLAN (sponsored by ASHFIELD HEALTHCARE COMM.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the INIZIO EMPLOYEE SAVINGS PLAN →Putnam Associates, Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2020 filing.
Putnam Associates, Llc 401(k) Plan Facts (plan year 2020)
Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Nov 30, 2020), filed Sep 15, 2021. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2020
- $1.86 million went into the plan in contributions, $448,196 of it from the employer (24%).
- $2.07 million was paid out to participants.
- Investment and other income added $2.51 million.
How the Putnam Associates, Llc 401(k) changed, 2015–2020
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2015 | 128 | $6.92 million | $94,536 | $98,300 |
| 2016 | 147 | $7.73 million | $194,840 | $378,494 |
| 2017 | 159 | $10.5 million | $502,455 | $355,845 |
| 2018 | 199 | $9.61 million | $321,449 | $1.79 million |
| 2019 | 232 | $13.1 million | $380,888 | $777,062 |
| 2020 (final) | 254 | $0 | $448,196 | $2.07 million |
Putnam Associates, Llc 401(k) Contact Information
Questions about the Putnam Associates, Llc 401(k)
Is the Putnam Associates, Llc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2020. Its assets were transferred to the INIZIO EMPLOYEE SAVINGS PLAN.
Does Putnam Associates, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $448,196, 24% of all contributions.
Does the Putnam Associates, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Putnam Associates, Llc 401(k) plan?
254 participants at the start of plan year 2020.
Who manages the Putnam Associates, Llc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.