Pueblo Bank & Trust 401(k) match, vesting and fees
What Pueblo Bank & Trust'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 | Fortner Bayens, Pc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Pueblo Bank & Trust: employer contribution per participant | $2,394 | |
| Peer median | $2,868 |
| Pueblo Bank & Trust: average balance | $69,669 | |
| Peer median | $95,281 |
| Pueblo Bank & Trust: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.22% |
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 $9.6M at the end of plan year 2021 to $11.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 170 | $11.5M | $395K | $2,394 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 169 | $9.6M | $350K | $2,136 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 172 | $7.8M | $332K | $2,010 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 165 | $9.6M | $303K | $1,871 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Pueblo Bank & Trust match 401(k) contributions?
The match terms for the Pueblo Bank & Trust Company 401(k) Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $395K in employer contributions, about $2,394 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pueblo Bank & Trust 401(k) match vested?
The vesting schedule for the Pueblo Bank & Trust Company 401(k) Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pueblo Bank & Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Pueblo Bank & Trust Company.
I left Pueblo Bank & Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Pueblo Bank & Trust Company, (719) 545-1834) or the recordkeeper, Fidelity Investments Institutional. The Pueblo Bank & Trust old 401(k) page lists the contacts from every plan filing. Find an old Pueblo Bank & Trust 401(k)
Data from the public Form 5500 annual reports Pueblo Bank & Trust 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 Pueblo Bank & Trust. Not financial advice. Report a correction · Methodology