Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust
Sponsored by Fieldpoint Private Bank & Trus · EIN 262436838 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 96
- With balances
- 106
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sanctuary Wealth Advisors Llc CRD 285428 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $17,122 |
| Santuary Advisors, Llc | Investment advisory (participants) | $12,172 |