Putnam Investments, Llc 401(k) Plan: Login, Facts & Contact Information

Putnam Investments, Llc 401(k) Plan Facts

Plan name
THE PUTNAM RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PUTNAM INVESTMENTS, LLC
Participants
2,815
Former employees with a balance
0
Plan assets
$555,808,129 at Dec 31, 2024
Average account balance
$363,749 across 1,528 accounts
Employer contributions
$3,379,631 in plan year 2024 (96% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 12, 1961
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.54 million went into the plan in contributions, $3.38 million of it from the employer (96%).
  • $211.5 million was paid out to participants.
  • Investment and other income added $112.9 million.
  • Administrative expenses were $69,538, about $46 per account.

How the Putnam Investments, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,027$785.8 million$13.6 million$41.0 million
20202,908$893.0 million$13.8 million$45.7 million
20212,807$1.02 billion$14.2 million$43.5 million
20222,769$849.3 million$14.7 million$41.3 million
20232,755$996.4 million$14.0 million$51.9 million
20242,815$555.8 million$3.38 million$211.5 million

Putnam Investments, Llc 401(k) Contact Information

Phone
303-737-0696
Mailing address
8515 E ORCHARD RD 3T2, GREENWOOD VILLAGE CO 80111
Plan sponsor
PUTNAM INVESTMENTS, LLC
Employer identification number (EIN)
26-1080669
Plan number
001

Questions about the Putnam Investments, Llc 401(k)

Does Putnam Investments, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.38 million, 96% of all contributions.

Does the Putnam Investments, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Putnam Investments, Llc 401(k) plan?

2,815 participants at the start of plan year 2024.

What is the average 401(k) balance at Putnam Investments, Llc?

About $363,749 per account: $555.8 million in plan assets across 1,528 accounts with a balance at the end of plan year 2024.

Who manages the Putnam Investments, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Putnam Investments, Llc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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