What public Form 5500 filings show about the Fieldpoint Private Bank & TRUS 401(k) plan — and how to find and check your own account.
Fieldpoint Private Bank & TRUS (EIN 26-2436838) reports FIELDPOINT PRIVATE BANK & TRUS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $7.2M in plan assets across 96 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Fieldpoint Private Bank & TRUS filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Fieldpoint Private Bank & TRUS 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SANTUARY ADVISORS.
