# Fieldpoint Private Bank & Trus 401(k) Plan
Source: https://planprovider.pro/companies/fieldpoint-private-401k-plan

> Fieldpoint Private Bank & Trus's 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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