Plan Snapshot
- Plan Sponsor: Waterstone Bank Ssb
- Sponsor EIN: 390691250
- Sponsor Address: 11200 W. PLANK COURT, STE.400, WAUWATOSA, WI, 53226
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $15.7M
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 | 174 | $15.7M | $108,690 | $1.1M |
| 2023 | 185 | $14.0M | $111,203 | $986,419 |
| 2022 | 175 | $12.2M | $94,994 | $886,525 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $90,899 | — | $90,899 | — | — |
| 2023 | $90,038 | — | $90,038 | — | — |
| 2022 | $87,678 | — | $87,678 | — | — |