Waterstone Bank Ssb 401(k) Plan
Sponsored by Waterstone Bank Ssb · EIN 390691250 · Plan #002 · Wauwatosa, WI
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 174
- With balances
- 267
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $41,421 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $25,652 |
| Wipfli Llp | Accounting, Direct payment from the plan | $20,370 |
| The Retirement Advantage, Inc. | Other services, Other fees, Contract administrator | $8,323 |