Back to filter
Original filing (PDF)20230130104108NAL0020074512001
DENMARK STATE BANK
Form 5500
FILING_RECEIVED
DENMARK STATE BANK RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENMARK STATE BANK.
Plan sponsor
Name
DENMARK STATE BANK
EIN
39-0240160
Address
103 E. MAIN STREET · DENMARK, WI · 54208
Phone
(920) 863-2161
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-10-05
Filed
2023-01-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $99K | — |
Investments
8 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | $0 | — |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | $0 | — |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | $0 | — |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | $0 | — |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | $0 | — |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | $0 | — |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | $0 | — |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | $0 | — |
Related plans
Other plans using ASSOCIATED TRUST COMPANY, N.A.
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND
$1.8B · 7,316 participants
ASSOCIATED BANC-CORP
ASSOCIATED BANC-CORP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
$866.1M · 4,037 participants
BELLIN HEALTH SYSTEMS, INC.
BELLIN HEALTH 401(K) RETIREMENT PLAN
$756.7M · 5,313 participants
ASSOCIATED BANC-CORP
ASSOCIATED BANC-CORP RETIREMENT ACCOUNT PLAN
$482.4M · 3,423 participants
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN
$378.0M · 11,103 participants
GREEN BAY PACKAGING, INC.
GREEN BAY PACKAGING, INC. SAVINGS AND PROTECTION PLAN
$319.9M · 1,450 participants
Similar-size Commercial Banking plans
FRISKA, LLC
FRISKA, LLC 401(K) PLAN
$0
DEPOSIT ONLINE L.L.C
DEPOSIT ONLINE L.L.C 401(K) PLAN
$0 · 3 participants
1ST SECURITY BANK OF WASHINGTON
FS BANCORP, INC/ EMPLOYEE STOCK OWNERSHIP PLAN
$0
HARFORD BANK
HARFORD BANK HEALTH AND WELFARE BENEFIT PLAN
$0 · 71 participants
CAPTEX BANCSHARES, INC.
CAPTEX BANCSHARES, INC. 401(K) PLAN
$0
COMMUNITY STATE BANK
COMMUNITY STATE BANK 401(K) PLAN
$0
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B