What public Form 5500 filings show about the Port Washington State Bank 401(k) plan — and how to find and check your own account.
Port Washington State Bank (EIN 39-0545620) reports PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN on its most recent Form 5500, with $22.9M in plan assets across 111 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Port Washington State Bank filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Port Washington State Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANTHEM LIFE INSURANCE, WISCONSIN BANKERS ASSOCATION, INDEPENDENT FINANCIAL PARTNERS, CHARLES SCHWAB TRUST.
