Puma North America 401(k) match, vesting and fees
What Puma North America's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 349 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Puma North America: employer contribution per participant | $2,758 | |
| Peer median | $2,072 |
| Puma North America: average balance | $91,424 | |
| Peer median | $78,395 |
| Puma North America: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $108M at the end of plan year 2023 to $130M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,224 | $130M | $3.9M | $2,758 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 2,420 | $108M | $3.9M | $2,751 | 0.17% | Not published | Form 5500 ↗ |
Other Puma North America plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Puma Puerto Rico Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Puma North America match 401(k) contributions?
The match terms for the Puma North America, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.9M in employer contributions, about $2,758 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Puma North America 401(k) match vested?
The vesting schedule for the Puma North America, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Puma North America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Puma North America, Inc..
I left Puma North America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Puma North America, Inc., (978) 698-1204) or the recordkeeper, Fidelity Investments Institutional. The Puma North America old 401(k) page lists the contacts from every plan filing. Find an old Puma North America 401(k)
Data from the public Form 5500 annual reports Puma North America filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Puma North America. Not financial advice. Report a correction · Methodology