Plan Snapshot
- Plan Sponsor: Waterstone Bank Ssb Esop
- Sponsor EIN: 390691250
- Sponsor Address: 11200 W PLANK COURT, WAUWATOSA, WI, 532263250
- Plan Type: DC
- Plan Number: 003
- Total Participants: 219
- Total Assets: $34.6M
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. |
|---|---|---|---|---|
| 2025 | 219 | $34.6M | $0 | $0 |
| 2024 | 138 | $28.9M | $1.5M | $0 |
| 2023 | 122 | $31.8M | $1.2M | $0 |
| 2022 | 115 | $39.5M | $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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $2,530,021 | — | $1,786 | — | — |
| 2024 | $1,199 | — | $1,199 | — | — |
| 2023 | $1,693 | — | $1,693 | — | — |
| 2022 | $1,447 | — | $1,447 | — | — |