Plan Snapshot
- Plan Sponsor: Community State Bank And Union Bancorporation
- Sponsor EIN: 390634530
- Sponsor Address: 1500 MAIN STREET, UNION GROVE, WI, 53182
- Plan Type: DC
- Total Participants: 92
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $18.6M | $1.1M | $0 |
| 2023 | 74 | $17.9M | $907,594 | $0 |
| 2022 | 70 | $19.3M | $893,033 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,536,210 | — | $9,555 | — | — |
| 2023 | $1,928,377 | — | $12,509 | — | — |
| 2022 | $29,835 | $21,993 | $5,942 | — | — |