Original filing (PDF)20250930170300NAL0012542289001

PORT WASHINGTON STATE BANK

Name: PORT WASHINGTON STATE BANK — PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: PORT WASHINGTON STATE BANK

Form 5500

FILING_RECEIVED

PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

111

Accounts w/ balance

138

Plan assets (EOY)

$22.9M

Net assets (EOY)

$22.9M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORT WASHINGTON STATE BANK.

Plan sponsor

Name

PORT WASHINGTON STATE BANK

EIN

39-0545620

Address

206 N. FRANKLIN STREET · PO BOX 176 · PORT WASHINGTON, WI · 53074

Phone

(262) 284-4416

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$41K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENT FINANCIAL PARTNERS	59-3331424	—	NONE	$57K	—
CHARLES SCHWAB TRUST COMPANY	42-1558009

Investments

30 direct securities· $22.2M(97% of reported assets)

Other securities

$20.2M

27 holdings

Stable Value

$2.0M

1 holding

Common Collective Trusts

$33K

2 holdings

					% of plan
American Funds 2030 Target Date R6 Mutual Fund	Other securities	—	—	$4.1M	17.9%
American Funds 2045 Target Date R6 Mutual Fund	Other securities	—	—	$2.7M	11.7%
American Funds 2035 Target Date R6 Mutual Fund	Other securities	—	—	$2.5M	11.0%
American Funds 2040 Target Date R6 Mutual Fund	Other securities	—	—	$2.3M	10.2%
Standard Stable Asset A Guaranteed Investment Contract	Stable Value	—	—	$2.0M	8.6%
American Funds 2050 Target Date R6 Mutual Fund	Other securities	—	—	$1.8M	7.8%
American Funds 2015 Target Date R6 Mutual Fund	Other securities	—	—	$941K	4.1%
American Funds 2055 Target Date R6 Mutual Fund	Other securities	—	—	$870K	3.8%
American Funds 2025 Target Date R6 Mutual Fund	Other securities	—	—	$831K	3.6%
Vanguard 500 Index Fund Adm Shrs Mutual Fund	Other securities	—	—	$737K	3.2%
JPMorgan Growth Advantage CL R6 Mutual Fund	Other securities	—	—	$721K	3.2%
Parnassus Core Equity Fund Inst Mutual Fund	Other securities	—	—	$679K	3.0%
American Funds 2020 Target Date R6 Mutual Fund	Other securities	—	—	$322K	1.4%
Vanguard Mid Cap Index Fund Adm Mutual Fund	Other securities	—	—	$305K	1.3%
Columbia Dividend Income Inst 3 Mutual Fund	Other securities	—	—	$276K	1.2%
MFS INTL Diversification R6 Mutual Fund	Other securities	—	—	$225K	1.0%
JPMorgan Income R6 Mutual Fund	Other securities	—	—	$210K	0.9%
American Funds 2060 Target Date R6 Mutual Fund	Other securities	—	—	$151K	0.7%
Fidelity Advisor Total Bond Fund CL Z Mutual Fund	Other securities	—	—	$134K	0.6%
PIMCO Income Fund Inst CL Mutual Fund	Other securities	—	—	$119K	0.5%
American Funds 2065 Target Date R6 Mutual Fund	Other securities	—	—	$58K	0.3%
American Funds 2010 Target Date R6 Mutual Fund	Other securities	—	—	$55K	0.2%
Vanguard Mid Cap Val Mutual Fund	Other securities	—	—	$53K	0.2%
Vanguard Small Cap Index Adm Mutual Fund	Other securities	—	—	$32K	0.1%
Mid Cap Growth Fund R1 Collective Investment Trust	Common Collective Trusts	—	—	$24K	0.1%
Vanguard Small Cap Value Index Adm Mutual Fund	Other securities	—	—	$23K	0.1%
PIMCO Real Return FD INSTL Mutual Fund	Other securities	—	—	$17K	<0.1%
Small Cap Growth Fund II R1 Collective Investment Trust	Common Collective Trusts	—	—	$9K	<0.1%
Fidelity Advisor Global Comm Mutual Fund	Other securities	—	—	$6K	<0.1%
Vanguard Real Estate Index Fund ADM Shrs Mutual Fund	Other securities	—	—	$4K	<0.1%