Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PUTNAM PLUBMING & HEATING, INC.
EIN 06-0773258ConstructionLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
11
37 STANWICH ROAD - GREENWICH, CT 06830203-550-5680
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PUTNAM PLUBMING & HEATING, INC. CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PUTNAM PLUBMING & HEATING, INC. 401K PROFIT SHARING PLAN
ProfitSharing
Assets$2.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PUTNAM PLUBMING & HEATING, INC. CASH BALANCE PLAN | CashBalance | $2.8M | 5 | 2024 | |
| 002 | PUTNAM PLUBMING & HEATING, INC. 401K PROFIT SHARING PLAN | ProfitSharing | $2.0M | 6 | 2024 |
Retirement plans