# Dairy State Bank 401(k) Plan
Source: https://planprovider.pro/companies/dairy-state-bank-401k-plan

> Dairy State Bank's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dairy State Bank

- **Sponsor EIN:** 390848078

- **Sponsor Address:** 16 SOUTH MAIN STREET, RICE LAKE, WI, 54868

- **Plan Type:** 401(k)

- **Total Participants:** 92

- **Total Assets:** $13.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|92|$13.3M|$219,777|$507,386|

| 2023|96|$14.8M|$211,404|$489,416|

| 2022|97|$13.6M|$199,007|$493,541|

## 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|

| TRUST POINT INC|NONE|$53,378|—|$53,378|

| CLIFTONLARSONALLEN LLP|NONE|$10,605|—|$10,605|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,983

- **Estimated Expense Ratio:** 0.482% of plan assets

### 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|$63,983|$53,378|$10,605|—|—|

| 2023|$55,416|$49,809|$5,607|—|—|

| 2022|$49,533|—|—|—|$49,533|

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