# North Shore Bank DB Plan
Source: https://planprovider.pro/companies/north-shore-bank-fsb-plan

> North Shore Bank's DB plan: 75 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

- **Sponsor EIN:** 390506400

- **Sponsor Address:** 15700 W BLUEMOUND RD, BROOKFIELD, WI, 530056024

- **Plan Type:** DB

- **Total Participants:** 75

- **Total Assets:** $37.8M

## 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|75|$37.8M|$0|$0|

| 2023|81|$36.7M|$0|$0|

| 2022|87|$33.5M|$0|$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|

| GREAT-WEST LIFE & ANNUITY INSURANCE|RECORDKEEPER|$127,157|—|$127,157|

| VON BRIESEN|LEGAL COUNSEL|$40,401|—|$40,401|

| ALPHA INVESTMENT CONSULTING GROUP|INVESTMENT ADVISOR|$20,000|—|$20,000|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](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:** $187,558

- **Estimated Expense Ratio:** 0.496% 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|$187,558|$20,000|$127,157|—|—|

| 2023|$115,925|$20,000|$95,925|—|—|

| 2022|$113,445|$20,000|$93,445|—|—|

## Similar Plans

- [Pyramax Bank, Fsb](https://planprovider.pro/companies/pyramax-bank-fsb-plan-003) — 72 participants

- [Coulee Bank](https://planprovider.pro/companies/coulee-bank-401k-plan) — 81 participants

- [Bosp Bancshares, INC.](https://planprovider.pro/companies/bosp-bancshares-inc-401k-plan) — 83 participants

- [American National Bank Of Beaver Dam](https://planprovider.pro/companies/american-national-bank-of-beaver-dam-plan) — 64 participants

- [The People'S Community Bank](https://planprovider.pro/companies/the-people-s-community-bank-401k-plan) — 63 participants

- [Lake Shore Iii Corporation](https://planprovider.pro/companies/lake-shore-iii-corporation-401k-plan) — 87 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/north-shore-bank-fsb-plan)

© 2026 PlanProvider.Pro