Pueblo Bank & Trust Company 401(k) Plan & Trust
Sponsored by The Pueblo Bank & Trust Company · EIN 840297400 · Plan #003
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 131
- With balances
- 165
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fortner Bayens Levkulich & Garrisi | Accounting | $12,746 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,147 |
| Global Retirement Partners, Llc | Investment advisory (plan), Investment management | $8,542 |