Fieldpoint Private Bank & Trus401(k)
FIELDPOINT PRIVATE BANK & TRUST 401(K) PROFIT SHARING PLAN & TRUST · GREENWICH, CT · plan year 2022
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Fieldpoint Private Bank & Trus reported $47,464 in plan administrative expenses for 2022: 0.43% of average plan assets, above the peer median. Employer contributions averaged $5,695 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.43% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Connecticut (811th of 1,106), and 8,642nd of 11,654 in professional & technical services. In 2022, employees put in $1.97 for every $1.00 the employer contributed.
Fieldpoint Private Bank & Trus's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
This plan has changed recordkeepers within these filings. If you left Fieldpoint Private Bank & Trus before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 262436838 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.