Fieldpoint Private Bank & Trus 401(k) match, vesting and fees
What Fieldpoint Private Bank & Trus' 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 | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Caron and 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Fieldpoint Private Bank & Trus: employer contribution per participant | $3,013 | |
| Peer median | $2,521 |
| Fieldpoint Private Bank & Trus: average balance | $68,196 | |
| Peer median | $75,833 |
| Fieldpoint Private Bank & Trus: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.27% |
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 $14M at the end of plan year 2021 to $7.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 130 | $7.2M | $319K | $3,013 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 137 | $7M | $372K | $3,210 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 148 | $8.1M | $661K | $5,744 | 0.43% | Not published | Form 5500 ↗ |
| 2021 | 162 | $14M | $730K | $5,490 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Fieldpoint Private Bank & Trus match 401(k) contributions?
The match terms for the Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $319K in employer contributions, about $3,013 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fieldpoint Private Bank & Trus 401(k) match vested?
The vesting schedule for the Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fieldpoint Private Bank & Trus 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is Fieldpoint Private Bank & Trus.
I left Fieldpoint Private Bank & Trus. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fieldpoint Private Bank & Trus, (203) 413-9310) or the recordkeeper, Paychex, Inc.. The Fieldpoint Private Bank & Trus old 401(k) page lists the contacts from every plan filing. Find an old Fieldpoint Private Bank & Trus 401(k)
Data from the public Form 5500 annual reports Fieldpoint Private Bank & Trus filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Fieldpoint Private Bank & Trus. Not financial advice. Report a correction · Methodology