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Putnam Associates 401(k) Retirement Savings Plan
Putnam Associates, LLC, Boston MA. Employer ID 463321955, plan number 001. Annual reports on file for 2013 to 2020.
Where the money went
Plans that moved money into this one:
- 2013: money from Putnam Associates 401(k) Retirement Savings Plan moved in.
- Filed 2013-2020Putnam Associates 401(k) Retirement Savings Plan, Putnam Associates, LLC
- 2020Assets transferred to Inizio Employee Savings Plan
- TodayInizio Employee Savings Plan still files. Global Retirement Partners keeps the records. That is where to ask.
Records are kept by Global Retirement Partners, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2020: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2020: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 113 | 55 | Filing |
| 2014 | 128 | 61 | Filing |
| 2015 | 147 | 66 | Filing |
| 2016 | 159 | 75 | Filing |
| 2017 | 199 | 96 | Filing |
| 2018 | 232 | 117 | Filing |
| 2019 | 254 | 132 | Filing |
| 2020 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.