Plan Snapshot
- Plan Sponsor: Waukesha State Bank
- Sponsor EIN: 390734270
- Sponsor Address: 151 E ST. PAUL AVENUE, WAUKESHA, WI, 531870648
- Plan Type: DC
- Plan Number: 003
- Total Participants: 272
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 272 | $8.2M | $0 | $0 |
| 2023 | 266 | $7.5M | $0 | $0 |
| 2022 | 268 | $7.0M | $0 | $0 |