Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Wintrust Investments LLC
Wintrust Investments LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $471,932
Assets of those plans
$441,022,021
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$471,932
100% 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) | 19 |
| 50 | Direct payment from the plan | 2 |
| 51 | Investment management fees paid directly by plan | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Mittera Group, Inc. 401(k) Retirement Plan | Mittera Group | $85,051,372 | 1,236 | $43,665 |
| OSG USA, Inc. Profit Sharing and 401(k) Plan | OSG USA | $62,212,775 | 530 | $20,385 |
| Midland Cogeneration Venture Limited Partnership 401(k) Savings Plan | Midland Cogeneration Venture Limited Partnership | $55,052,708 | 0 | $59,900 |
| First Co Bancorp, Inc. 401(k) Plan | First Co Bancorp | $40,211,856 | 366 | $30,701 |
| RTM & Associates, Inc. Profit Sharing/401(k) Plan | RTM & Associates | $39,651,863 | 555 | $76,124 |
| Tressler LLP 401(k) Retirement Plan | Tressler | $38,107,216 | 254 | $44,834 |
| Clare Holdings, LLC 401(k) Plan | Clare Holdings | $24,175,201 | 279 | $40,289 |
| Bronson & Bratton, Inc. Employees' Retirement Savings Plan | Bronson & Bratton | $19,044,079 | 114 | $16,186 |
| Daniels Sharpsmart, Inc. 401(k) Plan | Daniels Sharpsmart | $14,848,366 | 1,002 | $15,177 |
| C & K Holdings 401(k) Plan | C & K Holdings | $13,914,755 | 225 | $18,182 |
| Mccann Industries, Inc. Employees' Retirement Plan | Mccann Industries | $13,107,579 | 175 | $31,784 |
| Nexum, Inc. 401(k) Plan | Nexum | $11,386,023 | 107 | $15,000 |
| Identco Corporation Profit Sharing and 401(k) Plan | Identco International | $6,794,210 | 84 | $12,713 |
| Onsite Stash the Cash 401(k) Plan | Onsite Woodwork | $6,182,165 | 92 | $11,225 |
| AMS Retail Solutions 401(k) Plan | American Merchandising Specialists | $5,101,210 | 190 | $7,135 |
| Little Friends, Inc. Profit Sharing Plan | Little Friends | $4,209,836 | 405 | $6,588 |
| Adolph Kiefer & Associates 401(k) Plan | Adolph Kiefer & Associates | $1,970,807 | 160 | $2,293 |
| Vapor Power International, LLC 401(k) Plan | Vapor Power International | $0 | 0 | $9,280 |
| Avionos, LLC 401(k) Plan | Avionos | $0 | 0 | $10,471 |
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.