Putnam Investments — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Putnam Investments is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $505,122 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $505,122
- Reported indirect compensation
- $0
- Total reported compensation
- $505,122
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Illinois Tool Works Inc. | IL | 1 | $343,881 |
| Ri Laborers Pension Fund Board Of Trustees | RI | 1 | $120,056 |
| Caltrol, Inc | NV | 1 | $41,185 |
State footprint
Plans reporting Putnam Investments are sponsored in IL (1), NV (1), RI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Illinois Tool Works Inc. | Itw Defined Contribution Plans' Investment Account | 2023 | $343,881 | $0 |
| Ri Laborers Pension Fund Board Of Trustees | Ri Laborers Pension Fund | 2023 | $120,056 | not reported in the loaded dataset |
| Caltrol, Inc | Caltrol, Inc. 401k Savings Plan | 2023 | $41,185 | $0 |
Related Form 5500 pages
- Itw Defined Contribution Plans' Investment Account (plan 002)
- Illinois Tool Works Inc. — all reported plans
- Ri Laborers Pension Fund (plan 001)
- Ri Laborers Pension Fund Board Of Trustees — all reported plans
- Caltrol, Inc. 401k Savings Plan (plan 002)
- Caltrol, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources