# Waterstone Bank Ssb Esop DC Plan
Source: https://planprovider.pro/companies/waterstone-bank-ssb-esop-plan

> Waterstone Bank Ssb Esop's DC plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waterstone Bank Ssb Esop

- **Sponsor EIN:** 390691250

- **Sponsor Address:** 11200 W PLANK COURT, WAUWATOSA, WI, 532263250

- **Plan Type:** DC

- **Total Participants:** 138

- **Total Assets:** $28.9M

## 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|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|

### 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:** $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|$1,199|—|$1,199|—|—|

| 2023|$1,693|—|$1,693|—|—|

| 2022|$1,447|—|$1,447|—|—|

## Similar Plans

- [Royal Bancshares, INC.](https://planprovider.pro/companies/royal-bancshares-inc-401k-plan) — 145 participants

- [Westbury Bank](https://planprovider.pro/companies/westbury-bank-plan-002) — 107 participants

- [Waterstone Bank Ssb](https://planprovider.pro/companies/waterstone-bank-ssb-401k-plan) — 174 participants

- [The Equitable Bank, Ssb](https://planprovider.pro/companies/the-equitable-bank-ssb-401k-plan) — 78 participants

- [East Wisconsin Savings Bank](https://planprovider.pro/companies/east-wisconsin-savings-bank-401k-plan) — 47 participants

- [East Wisconsin Savings Bank](https://planprovider.pro/companies/east-wisconsin-savings-bank-plan) — 41 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/waterstone-bank-ssb-esop-plan)

© 2026 PlanProvider.Pro