Plan Snapshot
- Plan Sponsor: North Shore Bank, Fsb
- Sponsor EIN: 390506400
- Sponsor Address: 15700 WEST BLUEMOUND ROAD, BROOKFIELD, WI, 530056024
- Plan Type: 401(k)
- Total Participants: 434
- Total Assets: $53.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 434 | $53.6M | $1.7M | $2.5M |
| 2023 | 453 | $49.3M | $1.6M | $2.4M |
| 2022 | 428 | $41.0M | $1.5M | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $89,292 | — | $89,292 |
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,292
- Estimated Expense Ratio: 0.167% 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 | $89,292 | — | — | — | — |
| 2023 | $73,229 | — | — | — | — |
| 2022 | $88,441 | $23,256 | $65,185 | — | — |