THE PUTNAM RETIREMENT PLAN

Plan Contact

  • Address: 8515 E ORCHARD RD 3T2,GREENWOOD VILLAGE,CO
  • Contact person: KELLEY FERGUSON
  • Phone: (303) 737-0696

Plan General Information

THE PUTNAM RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE PUTNAM RETIREMENT PLAN is $996,361,806.00.This plan was established in 1961.

THE PUTNAM RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE PUTNAM RETIREMENT PLAN is 2755

THE PUTNAM RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE PUTNAM RETIREMENT PLAN is $361,655.00

THE PUTNAM RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE PUTNAM RETIREMENT PLAN is $5,964.00.

THE PUTNAM RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE PUTNAM RETIREMENT PLAN is approximately $5,098.00
Investing in this additonal $5,098.00 for 20 years would give you extra $326,314.00, assuming a 10% annual return.

THE PUTNAM RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, THE PUTNAM RETIREMENT PLAN allocates $14,046,799.00 to match its employees' contributions, providing an employer match rate of 84.68% of their contributions

THE PUTNAM RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE PUTNAM RETIREMENT PLAN is 17.31%.

THE PUTNAM RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE PUTNAM RETIREMENT PLAN is 19.89%. This measures the effectiveness of the plan participants' investments in the year.

THE PUTNAM RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE PUTNAM RETIREMENT PLAN is 0.00%.

Enrollment Features

THE PUTNAM RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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