# The Stephenson National Bank & Trust DC Plan
Source: https://planprovider.pro/companies/the-stephenson-national-bank-trust-plan

> The Stephenson National Bank & Trust's DC plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Stephenson National Bank & Trust

- **Sponsor EIN:** 390638020

- **Sponsor Address:** 1820 HALL AVENUE, MARINETTE, WI, 54143

- **Plan Type:** DC

- **Total Participants:** 111

- **Total Assets:** $2.0M

## 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|111|$2.0M|$549,363|$0|

| 2023|106|$1.3M|$575,697|$0|

| 2022|117|$530,096|$530,096|$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|

| KERBERROSE SC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KERBERROSE SC](https://planprovider.pro/provider/kerberrose-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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Port Washington State Bank](https://planprovider.pro/companies/port-washington-state-bank-401k-plan) — 111 participants

- [Community First Bank](https://planprovider.pro/companies/community-first-bank-401k-plan-002-6540) — 112 participants

- [The Stephenson National Bank & Trust](https://planprovider.pro/companies/the-stephenson-national-bank-trust-401k-plan) — 114 participants

- [Monona State Bank](https://planprovider.pro/companies/monona-state-bank-401k-plan) — 117 participants

- [Premier Community Bank](https://planprovider.pro/companies/premier-community-bank-401k-plan) — 117 participants

- [The Bank Of New Glarus](https://planprovider.pro/companies/bank-of-new-glarus-plan) — 103 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-stephenson-national-bank-trust-plan)

© 2026 PlanProvider.Pro