Original filing (PDF)20250926154841NAL0014008354001

THE EQUITABLE BANK, S.S.B.

Name: THE EQUITABLE BANK, S.S.B. — RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF EQUITABLE BANK, Form 5500 (2024)
Creator: THE EQUITABLE BANK, S.S.B.

Form 5500-SF

FILING_RECEIVED

RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF EQUITABLE BANK

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EQUITABLE BANK, S.S.B..

Plan sponsor

Name

THE EQUITABLE BANK, S.S.B.

EIN

39-0265500

Address

2290 NORTH MAYFAIR ROAD · WAUWATOSA, WI · 53226

Phone

(414) 476-6434

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-09-26

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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