# The Pueblo Bank & Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/the-pueblo-bank-trust-company-401k-plan

> The Pueblo Bank & Trust Company's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Pueblo Bank & Trust Company

- **Sponsor EIN:** 840297400

- **Sponsor Address:** 301 WEST 5TH STREET, PUEBLO, CO, 81003

- **Plan Type:** 401(k)

- **Total Participants:** 131

- **Total Assets:** $11.5M

## 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|131|$11.5M|$394,996|$817,037|

| 2023|134|$9.6M|$350,288|$735,244|

| 2022|134|$7.8M|$331,626|$707,682|

## 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|

| FORTNER BAYENS, PC.|Auditor|$12,746|—|$12,746|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,746

- **Estimated Expense Ratio:** 0.111% of plan assets

### 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|$32,806|$1,372|—|$12,746|—|

| 2023|$16,529|$637|—|$12,648|—|

| 2022|$16,193|$99|—|—|—|

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