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  1. Companies/
  2. PUTNAM INVESTMENTS, LLC
Sponsor portfolioTH

PUTNAM INVESTMENTS, LLC

EIN 26-1080669-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
2
$957.9M assets
Welfare
0
Participants
3,972
8515 E ORCHARD RD 3T2 - GREENWOOD VILLAGE, CO 80111303-737-0696empowerboxingdenver.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$555.8M - 1,528 part#002TraditionalDB-$402.1M - 2,444 part

Retirement portfolio analytics

2 plans aggregated / $957.9M assets / 3,972 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PUTNAM RETIREMENT PLAN (#001)58%
  • EMPOWER HOLDINGS, LLC. (#002)42%
Total $957.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPOWER HOLDINGS, LLC. (#002)2,444
  • PUTNAM RETIREMENT PLAN (#001)1,528
Total 3,972Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE PUTNAM RETIREMENT PLAN

401k

Assets$555.8M
Participants1,528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, LLC.

TraditionalDB

Assets$402.1M
Participants2,444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE PUTNAM RETIREMENT PLAN401k$555.8M1,5282024
002EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, LLC.TraditionalDB$402.1M2,4442024
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