How big is Westbury Bank's plan?

Westbury Bank's plan reported $15.9M in assets and 107 participants for 2024.

Original filing (PDF)20251009151934NAL0004034995001

Westbury Bank

Name: Westbury Bank — Westbury Bank 401(k) PSP, Form 5500 (2024)
Creator: Westbury Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Westbury Bank 401(k) PSP

401(k) retirement plan · Westbury Bank's Westbury Bank 401(k) PSP held $15.9M in plan assets for 107 participants in 2024, with Newport Group as recordkeeper.

Active participants

107

Accounts w/ balance

157

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

People on this filing

Kirk J Emerich signed Westbury Bank's 2024 Form 5500 as plan administrator.

Kirk J Emerich — Plan Administrator — Form 5500 signer
Alexander J Remus — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Westbury Bank's EIN is 39-0698030.

EIN 39-0698030

Plan number 002

Plan year 2024

ACK ID 20251009151934NAL0004034995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westbury Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westbury Bank's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

31 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

Plan sponsor

Name

WESTBURY BANK

EIN

all filings

Address

N16 W 23250 STONE RIDGE DR · SUITE 5 · WAUKESHA, WI · 53188

Phone

(262) 334-5563

Industry

Finance & Insurance

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

2025-10-09

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SPECTRUM INVESTMENT ADVISORS.	—	MEQUON, WI	ADVISOR	$44K	—

Investments

31 direct securities · 1 pooled fund· $15.9M(100% of reported assets)

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.

Mutual Funds

$7.2M

11 holdings

Other securities

$6.4M

17 holdings

Common Collective Trusts

$1.6M

1 holding

Common Collective Trust

$704K

1 holding

Participant loans

$7K

1 holding

Cash / Money Market

$2K

1 holding

					% of plan
T. Rowe Price All-Cap Opport Inv T. Rowe Price 0	Other securities	—	—	$1.8M	11.4%
Fidelity 500 Index Fund Fidelity 0	Common Collective Trusts	—	—	$1.6M	9.9%
Dodge & Cox Income Fund I Dodge & Cox 0	Mutual Funds	—	—	$1.4M	9.1%
(CL) T. Rowe Price Capital Apprec Inv T. Rowe Price 0	Other securities	—	—	$1.3M	8.4%
Vanguard Balanced Index Adm Vanguard 0	Mutual Funds	—	—	$1.3M	8.2%
American Funds Global Balanced R6 American Funds 0	Mutual Funds	—	—	$1.1M	7.1%
Dodge & Cox Stock Fund I Dodge & Cox 0	Mutual Funds	—	—	$824K	5.2%
Hartford International Opportunities R6 Hartford 0	Other securities	—	—	$780K	4.9%
Vanguard Developed Mkts Index Adm Vanguard 0	Mutual Funds	—	—	$715K	4.5%
GALLIARD STABLE RETURN FUND M WELLS FARGO BANK NA · EIN 94-6751924 / PN 001	Common Collective Trust	—	—	$704K	4.4%
T. Rowe Price Mid Cap Value Inv T. Rowe Price 0	Other securities	—	—	$600K	3.8%
Fidelity Mid Cap Index Fidelity 0	Mutual Funds	—	—	$528K	3.3%
Undiscovered Mgrs Behavioral Val R6 Undiscovered 0	Other securities	—	—	$388K	2.4%
DFA Emerging Markets Core Eqty 2 Port DFA 0	Mutual Funds	—	—	$371K	2.3%
State Street Target Retirement 2050 K State Street 0	Other securities	—	—	$330K	2.1%
Janus Henderson Developed World Bd N Janus Henderson 0	Mutual Funds	—	—	$265K	1.7%
Fidelity Inflation-Protected Bond Ind Fidelity 0	Mutual Funds	—	—	$246K	1.5%
GMO Resources R6 GMO 0	Other securities	—	—	$231K	1.5%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$208K	1.3%
DFA Real Estate Securities Portfolio I DFA 0	Mutual Funds	—	—	$204K	1.3%
State Street Target Retirement 2030 K State Street 0	Other securities	—	—	$184K	1.2%
State Street Target Retirement 2045 K State Street 0	Other securities	—	—	$174K	1.1%
State Street Target Retirement 2035 K State Street 0	Other securities	—	—	$170K	1.1%
State Street Target Retirement 2040 K State Street 0	Other securities	—	—	$132K	0.8%
State Street Target Retirement 2065 K State Street 0	Other securities	—	—	$127K	0.8%
State Street Target Retirement 2060 K State Street 0	Other securities	—	—	$76K	0.5%
State Street Target Retirement 2055 K State Street 0	Other securities	—	—	$21K	0.1%
State Street Target Retirement 2025 K State Street 0	Other securities	—	—	$14K	<0.1%
State Street Target Retirement 2020 K State Street 0	Other securities	—	—	$10K	<0.1%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$7K	<0.1%
Synthetic Cash Account Synthetic 0	Cash / Money Market	—	—	$2K	<0.1%
State Street Target Retirement K State Street 0	Other securities	—	—	$2K	<0.1%