# North Shore Bank, Fsb 401(k) Plan
Source: https://planprovider.pro/companies/north-shore-bank-fsb-401k-plan

> North Shore Bank, Fsb's 401(k) plan: 434 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wipfli-llp) — 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|—|—|

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