Plan Ledger DOL Form 5500 · updated monthly

Puma North America, Inc.401(k)

PUMA NORTH AMERICA, INC. 401(K) PLAN · SOMERVILLE, MA · plan year 2024

Reported admin expense ratio · 2024
0.16%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Puma North America, Inc. reported $185,191 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $1,384 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.18% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 361st-largest of 2,726 plans among Massachusetts employers on file, and the 343rd of 4,246 in wholesale trade. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has grown from 2,273 to 2,825 since 2022.

Plan summary
Net assets, end of year$129,639,458
Participants with balances1,418
Active participants2,825
Employer contributions$3,911,195
Employee contributions$9,422,212
Employer contribution per active participant$1,384
Average account balance$91,424
Benefits paid to participants$10,002,297
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$129.6M · 1,418 accts · $3.9M emplr
2023$108.1M · 1,407 accts · $3.9M emplr
2022$86.1M · 1,343 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,941
Investment management$144,328
Audit (IQPA)$14,580
Total administrative$185,191
The Puma North America, Inc. 401(k) match · 2024
Employer contribution per active participant$1,384
Median for plans this size$3,635
2024$1,384 per active participant
2023$1,918 per active participant
2022$1,490 per active participant

Puma North America, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
OSAIC WEALTH INC · Investment advisory (plan)$102,428
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$41,900
CARON & BLETZER, PLLC · Accounting / audit$14,580
JELLYVISION · Consulting$8,342
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$185,191 · 0.16%
2023$165,197 · 0.17%
2022$163,759 · 0.18%
Same employer
Similar plansWholesale Trade · Massachusetts
L. Knife & Son, Inc. MA$225.1M · 0.12%
Rsa Security LLC MA$213.8M · 0.06%
Excelitas Technologies MA$173.7M · 0.11%
Southworth-Milton Inc MA$156.8M · 0.12%
Azelis Americas, LLC MA$106.5M · 0.10%
Sobi, Inc MA$94.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043280787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.