Port Washington State Bank Employees' Profit Sharing Retirement Plan
Sponsored by Port Washington State Bank · EIN 390545620 · Plan #002
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 111
- With balances
- 138
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Partners | Accounting, Direct payment from the plan | $56,751 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $41,201 |
| Charles Schwab Trust Company | Custodial (securities), Shareholder servicing fees | $0 |