Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Wintrust Investments LLC
Wintrust Investments LLC
- Service provider, as named on Schedule C
- EIN 361245570
- Plan year 2024
- Direct compensation reported $574,260
Assets of those plans
$642,278,584
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$574,260
93% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 50 | Direct payment from the plan | 5 |
| 99 | Other fees | 3 |
| 49 | Other services | 2 |
| 28 | Investment management | 2 |
| 15 | Recordkeeping and information management | 2 |
| 64 | Recordkeeping fees | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
Largest plans served
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|---|---|---|---|---|
| Hitachi High-tech America, Inc. Shared Savings Plan | Hitachi High-tech America | $193,568,444 | 897 | $55,000 |
| Inspira Financial, LLC 401(k) Plan | Inspira Financial | $113,142,421 | 1,674 | $41,250 |
| Abelson-taylor, Inc. Profit Sharing Plan | Abelson-taylor | $70,149,001 | 434 | $70,000 |
| Erie Family Health Center 401(k) Plan | Erie Family Health Center | $41,588,612 | 686 | $53,970 |
| Saint Francis Ministries, Inc. 401(k) Plan Plan | Saint Francis Ministries | $39,122,460 | 952 | $74,680 |
| Gerald Auto Group 401(k) Plan & Trust | Gerald Nissan of North Aurora | $37,032,715 | 719 | $32,500 |
| Armon, Inc. 401(k) Profit Sharing Plan | Armon | $34,440,172 | 515 | $0 |
| IMS Companies, LLC Retirement Savings Plan | IMS Companies | $26,319,138 | 412 | $59,943 |
| Kroeschell, Inc. Contributory Profit Sharing/401(k) Plan | Kroeschell | $24,066,895 | 269 | $40,826 |
| West Jeff Auto Sales D/B/A Hawk Auto 401(k) Planrecordkeeper | West Jeff Auto Sales | $16,471,759 | 310 | $24,262 |
| Safe Future 401(k) Planrecordkeeper | SAFE Boats International | $14,886,097 | 323 | $45,436 |
| Planned Parenthood of Illinois 401(k) Plan | Planned Parenthood of Illinois | $13,450,188 | 413 | $22,950 |
| Navy Pier, Inc. 401(k) Plan | Navy Pier | $9,430,904 | 129 | $28,799 |
| Evergreen Real Estate Services Retirement Savings Plan | Evergreen Real Estate Services | $8,609,778 | 170 | $15,000 |
| Ampco Pumps Company Inc. Profit Sharing 401(k) Plan | Ampco Pumps | $0 | 0 | $9,644 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.