Plan Snapshot
- Plan Sponsor: The Stephenson National Bank & Trust
- Sponsor EIN: 390638020
- Sponsor Address: 1820 HALL AVENUE, PO BOX 137, MARINETTE, WI, 541430137
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $25.7M
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 | 114 | $25.7M | $443,872 | $836,183 |
| 2023 | 111 | $24.6M | $494,607 | $799,720 |
| 2022 | 117 | $21.3M | $449,560 | $804,220 |
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 |
|---|---|---|---|---|
| KERBER ROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER ROSE SC — 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 | $4,400 | — | $4,400 | — | — |
| 2023 | $15,892 | — | $1,800 | — | — |
| 2022 | $14,528 | — | $1,800 | — | — |