JODI Stephens signed Waterstone Bank SSB's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waterstone Bank SSB's EIN is 39-0691250.
Download the official 2024 Form 5500 (PDF) for Waterstone Bank SSB from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waterstone Bank SSB's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $26K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 11.9% | |
| Principal Trust Company LargeCap Growth I Institutional Fund | Common Stocks | — | — | $1.8M | 11.6% | |
| BlackRock Investments, LLC Lifepath Index 2030 K Fund | Other securities | — | — | $1.4M | 9.1% | |
| BlackRock Investments, LLC Lifepath Index 2045 K Fund | Other securities | — | — | $1.1M | 7.1% | |
| Fidelity Advisor Technology Fund | Mutual Funds | — | — | $906K | 5.8% | |
| BlackRock Investments, LLC Lifepath Index 2050 K Fund | Other securities | — | — | $857K | 5.5% | |
| BlackRock Investments, LLC Lifepath Index Retirement K Fun | Other securities | — | — | $851K | 5.4% | |
| BlackRock Investments, LLC Lifepath Index 2040 K Fund | Other securities | — | — | $809K | 5.2% | |
| BlackRock Investments, LLC Lifepath Index 2035 K Fund | Other securities | — | — | $686K | 4.4% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $577K | 3.7% | |
| Wilmington Trust Collective Invtl Lrg Cp | Common Collective Trusts | — | — | $577K | 3.7% | |
| INTERNATIONAL EQUITY R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $498K | 3.2% | |
| Waterstone Financial, Inc. Waterstone Financial, Inc. common stock | Common Stocks | — | — | $485K | 3.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $444K | 2.8% | |
| BlackRock Investments, LLC Lifepath Index 2055 K Fund | Other securities | — | — | $411K | 2.6% | |
| BlackRock Investments, LLC Lifepath Index 2060 K Fund | Other securities | — | — | $366K | 2.3% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $333K | 2.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $302K | 1.9% | |
| Delaware Funds Ivy Mid Cap Growth Fund | Other securities | — | — | $292K | 1.9% | |
| JP Morgan Trust II Small Cap Growth I Institutional | Other securities | — | — | $254K | 1.6% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $224K | 1.4% | |
| JP Morgan Trust II JP Morgan Core Bond R5 Fund | Other securities | — | — | $218K | 1.4% | |
| John Hancock Funds III John Hancock Disciplined Value Mid Cap I Fund | Other securities | — | — | $201K | 1.3% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $183K | 1.2% | |
| BlackRock Investments, LLC Lifepath Index 2065 K Fund | Other securities | — | — | $149K | 1.0% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $139K | 0.9% | |
| BlackRock Investments, LLC High Yield Portfolio | Other securities | — | — | $84K | 0.5% | |
| DWS Funds RREEF Real Estate Securities fund | Other securities | — | — | $81K | 0.5% | |
| Participant Loans Interest rate; 5.25% - 10.50% Maturities through 2030 -0- | Bonds / Notes | — | — | $75K | 0.5% | |
| DFA Emerging Markets Core Equity Portfolio | Mutual Funds | — | — | $27K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | — | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | ACCOUNTANT | $20K | — |
