What public Form 5500 filings show about the Waukesha State Bank 401(k) plan — and how to find and check your own account.
Waukesha State Bank (EIN 39-0734270) reports WAUKESHA STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $61.7M in plan assets across 374 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 Waukesha 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Waukesha State Bank 401(k).