Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Putnam Mutual Funds
Putnam Mutual Funds
- Service provider, as named on Schedule C
- EIN 364488942
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$222,749,789
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 59 | Shareholder servicing fees | 17 |
| 28 | Investment management | 16 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 37 | Participant loan processing | 1 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Hannon Armstrong Capital LLC 401(k) Planrecordkeeper | Hannon Armstrong Capital | $34,528,345 | 213 | $0 |
| Bogle Vineyards Inc 401(k) Retirement Plan | Bogle Vineyards | $23,455,011 | 195 | $0 |
| Vbrick Systems, Inc. 401(k) Retirement Plan | Vbrick Systems | $19,022,509 | 110 | $0 |
| The Mastercorp, Inc. 401(k) Retirement Savings Plan | Mastercorp | $18,880,736 | 636 | $0 |
| Culture AMP, Inc. 401(k) Plan | Culture Amp | $15,392,837 | 411 | $0 |
| Survival Flight Air Ambulance, LLC 401(k) Profit Sharing Plan | Survival Flight Air Ambulance | $14,514,267 | 805 | $0 |
| Corporate Mailings Inc. 401(k) Profit Sharing Plan | Corporate Mailings | $13,970,363 | 144 | $0 |
| Geo-hydro Engineers 401(k) Plan | Geo-hydro Engineers | $11,804,694 | 138 | $0 |
| The Fikes Companies Profit Sharing Plan & Trust | Fikes Wholesale | $10,464,880 | 252 | $0 |
| Crossroads Rhode Island 401(k) Retirement Plan | Crossroads Rhode Island | $10,061,030 | 208 | $0 |
| Professional Case Management 401(k) Plan | ACT for Health DBA Professional Case Management | $9,524,166 | 419 | $0 |
| Endotronix, Inc. 401(k) Plan | Endotronix | $9,074,145 | 152 | $0 |
| Wheeler Trucking, Inc. 401(k) Plan | Wheeler Trucking | $8,957,533 | 359 | $0 |
| Lyndra, Inc. 401(k) Plan | Lyndra Therapeutics | $8,111,608 | 135 | $0 |
| Rebo Lighting & Electronics, LLC 401(k) Plan | Rebo Lighting & Electronics | $7,096,363 | 190 | $0 |
| Sender, Inc. Retirement Plan | Sender | $4,569,706 | 131 | $0 |
| Pregel America 401(k) Plan | Pregel America | $3,321,596 | 120 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.