Wsb & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Wsb & Associates, Inc. 401(k) Plan Facts

Plan name
WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WSB & ASSOCIATES, INC.
Participants
945 (1,329 active employees)
Former employees with a balance
337
Plan assets
$123,913,429 at Dec 31, 2024
Average account balance
$87,079 across 1,423 accounts
Employer contributions
$3,556,641 in plan year 2024 (24% of all contributions)
Recordkeeper
John Hancock Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.7 million went into the plan in contributions, $3.56 million of it from the employer (24%).
  • $14.3 million was paid out to participants.
  • Investment and other income added $15.8 million.
  • Administrative expenses were $121,494, about $85 per account.

How the Wsb & Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019546$55.4 million$1.61 million$5.69 million
2020611$66.8 million$2.74 million$5.82 million
2021672$79.7 million$3.05 million$5.05 million
2022771$70.9 million$2.95 million$3.69 million
2023839$90.6 million$2.96 million$5.49 million
2024945$123.9 million$3.56 million$14.3 million

Wsb & Associates, Inc. 401(k) Contact Information

Phone
763-541-4800
Mailing address
701 XENIA AVENUE, SUITE 300, MINNEAPOLIS MN 55416
Plan sponsor
WSB & ASSOCIATES, INC.
Employer identification number (EIN)
41-1820018
Plan number
001

Questions about the Wsb & Associates, Inc. 401(k)

Does Wsb & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.56 million, 24% of all contributions.

Does the Wsb & Associates, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Wsb & Associates, Inc 401(k) plan?

945 participants at the start of plan year 2024, 1,329 of them active employees, and 337 former employees who still had money in the plan.

What is the average 401(k) balance at Wsb & Associates, Inc?

About $87,079 per account: $123.9 million in plan assets across 1,423 accounts with a balance at the end of plan year 2024.

Who manages the Wsb & Associates, Inc 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Wsb & Associates, Inc. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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