Plan Snapshot
- Plan Sponsor: Fieldpoint Private Bank & Trus
- Sponsor EIN: 262436838
- Sponsor Address: 3 GREENWICH OFFICE PARK, GREENWICH, CT, 06831
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 96 | $7.2M | $319,398 | $601,882 |
| 2023 | 88 | $7.0M | $372,352 | $697,189 |
| 2022 | 116 | $8.1M | $660,577 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARON AND BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON AND BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $34,604 | $16,783 | $16,961 | — | — |
| 2023 | $34,331 | $16,026 | $17,445 | — | — |
| 2022 | $47,464 | $25,184 | $22,280 | — | — |