Wintrust Investments LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wintrust Investments LLC is reported as a service provider on 34 loaded Form 5500 filing(s) across 33 plan sponsor(s) and 33 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,191,596 and reported indirect compensation totals $45,557.
Reported compensation summary
- Reported direct compensation
- $1,191,596
- Reported indirect compensation
- $45,557
- Total reported compensation
- $1,237,153
- Filings
- 34
- Plan sponsors
- 33
- Plans
- 33
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Erie Family Health Center | IL | 1 | $76,966 |
| Mittera Group, Inc. | IA | 1 | $75,000 |
| Midwest Physicians Alliance, Inc. | IL | 1 | $70,936 |
| Abelson-Taylor, Inc. | IL | 1 | $70,000 |
| First Co Bancorp, Inc. | IL | 1 | $63,568 |
| Rtm & Associates, Inc. | IL | 1 | $63,312 |
| Tressler Llp | IL | 1 | $60,000 |
| Midland Cogeneration Venture Limited Partnership | MI | 1 | $56,905 |
| Ims Companies, LLC | IL | 1 | $51,796 |
| Armon, Inc. | IL | 1 | $45,527 |
State footprint
Plans reporting Wintrust Investments LLC are sponsored in IL (29), IA (1), IN (1), MI (1), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Erie Family Health Center | Erie Family Health Center 401(K) Plan | 2023 | $76,953 | $13 |
| Mittera Group, Inc. | Mittera Group, Inc. 401(K) Retirement Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Midwest Physicians Alliance, Inc. | Midwest Physicians Alliance, Inc. 401(K) Profit Sharing Plan | 2023 | $70,936 | not reported in the loaded dataset |
| Abelson-Taylor, Inc. | Abelson-Taylor, Inc. Profit Sharing Plan | 2023 | $70,000 | not reported in the loaded dataset |
| First Co Bancorp, Inc. | First Co Bancorp, Inc. 401(K) Plan | 2023 | $63,568 | not reported in the loaded dataset |
| Rtm & Associates, Inc. | Rtm & Associates, Inc. Profit Sharing/401(K) Plan | 2023 | $63,312 | not reported in the loaded dataset |
| Tressler Llp | Tressler Llp 401(K) Retirement Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Midland Cogeneration Venture Limited Partnership | Midland Cogeneration Venture Limited Partnership 401(K) Savings Plan | 2023 | $56,905 | not reported in the loaded dataset |
| Ims Companies, LLC | Ims Companies, LLC Retirement Savings Plan | 2023 | $51,796 | not reported in the loaded dataset |
| Armon, Inc. | Armon, Inc. 401k Profit Sharing Plan | 2023 | $0 | $45,527 |
| The Barack Obama Foundation | The Barack Obama Foundation 403(B) Plan | 2023 | $41,733 | not reported in the loaded dataset |
| Hitachi High-Tech America, Inc. | Hitachi High-Tech America, Inc. Retirement Plan | 2023 | $40,000 | not reported in the loaded dataset |
| Journey Care, Inc. | Journey Care, Inc. 403(B) Retirement Savings Plan | 2023 | $36,221 | $8 |
| Millennium Trust Company, LLC | Millennium Trust Company, LLC 401(K) Plan | 2023 | $35,667 | not reported in the loaded dataset |
| Kroeschell, Inc. | Kroeschell, Inc. Contributory Profit Sharing/401(K) Plan | 2023 | $35,046 | not reported in the loaded dataset |
| Osg Usa, Inc. | Osg Usa, Inc. Profit Sharing And 401(K) Plan | 2023 | $35,000 | not reported in the loaded dataset |
| Clare Holdings, LLC | Clare Holdings, LLC 401(K) Plan | 2023 | $33,815 | not reported in the loaded dataset |
| Planned Parenthood Of Illinois | Planned Parenthood Of Illinois 401(K) Plan | 2023 | $32,617 | $9 |
| Gerald Nissan Of North Aurora, Inc. | Gerald Auto Group 401(K) Plan & Trust | 2023 | $32,500 | not reported in the loaded dataset |
| Nexum, Inc. | Nexum, Inc. 401(K) Plan | 2023 | $31,478 | not reported in the loaded dataset |
| C & K Holdings, LLC | C & K Holdings 401(K) Plan | 2023 | $30,493 | not reported in the loaded dataset |
| Mccann Industries, Inc. | Mccann Industries, Inc. Employees' Retirement Plan | 2023 | $28,404 | not reported in the loaded dataset |
| Avionos, LLC | Avionos, LLC 401(K) Plan | 2023 | $26,002 | not reported in the loaded dataset |
| Daniels Sharpsmart, Inc. | Daniels Sharpsmart, Inc. 401(K) Plan | 2023 | $24,146 | not reported in the loaded dataset |
| Navy Pier, Inc. | Navy Pier, Inc. 401(K) Plan | 2023 | $23,773 | not reported in the loaded dataset |
| Onsite Woodwork Corporation | Onsite Stash The Cash 401(K) Plan | 2023 | $22,968 | not reported in the loaded dataset |
| Thermostat Intermediate Holdings, LLC | Premistar 401(K) Plan | 2023 | $16,310 | not reported in the loaded dataset |
| Evergreen Real Estate Services, LLC | Evergreen Real Estate Services Retirement Savings Plan | 2023 | $15,000 | not reported in the loaded dataset |
| Headly Manufacturing Co. | Headly Manufacturing Co. 401(K) Profit Sharing Plan | 2023 | $13,543 | not reported in the loaded dataset |
| American Merchandising Specialists, Inc. | Ams Retail Solutions 401(K) Plan | 2023 | $12,488 | not reported in the loaded dataset |
| Little Friends, Inc. | Little Friends, Inc. Profit Sharing Plan | 2023 | $11,333 | not reported in the loaded dataset |
| Vpi Acquisitions Co., LLC Dba Vapor Power International, LLC | Vapor Power International, LLC 401(K) Plan | 2023 | $10,780 | not reported in the loaded dataset |
| Avionos, LLC | Avionos, LLC 401(K) Plan | 2023 | $10,471 | not reported in the loaded dataset |
| Adolph Kiefer & Associates, LLC | Adolph Kiefer & Associates 401(K) Plan | 2023 | $3,338 | not reported in the loaded dataset |
Related Form 5500 pages
- Erie Family Health Center 401(K) Plan (plan 002)
- Erie Family Health Center — all reported plans
- Mittera Group, Inc. 401(K) Retirement Plan (plan 001)
- Mittera Group, Inc. — all reported plans
- Midwest Physicians Alliance, Inc. 401(K) Profit Sharing Plan (plan 001)
- Midwest Physicians Alliance, Inc. — all reported plans
- Abelson-Taylor, Inc. Profit Sharing Plan (plan 001)
- Abelson-Taylor, Inc. — all reported plans
- First Co Bancorp, Inc. 401(K) Plan (plan 001)
- First Co Bancorp, Inc. — all reported plans
- Rtm & Associates, Inc. Profit Sharing/401(K) Plan (plan 002)
- Rtm & Associates, Inc. — all reported plans
- Tressler Llp 401(K) Retirement Plan (plan 001)
- Tressler Llp — all reported plans
- Midland Cogeneration Venture Limited Partnership 401(K) Savings Plan (plan 002)
- Midland Cogeneration Venture Limited Partnership — all reported plans
- Ims Companies, LLC Retirement Savings Plan (plan 002)
- Ims Companies, LLC — all reported plans
- Armon, Inc. 401k Profit Sharing Plan (plan 002)
- Armon, Inc. — all reported plans
- The Barack Obama Foundation 403(B) Plan (plan 001)
- The Barack Obama Foundation — all reported plans
- Hitachi High-Tech America, Inc. Retirement Plan (plan 001)
- Hitachi High-Tech America, Inc. — all reported plans
- Journey Care, Inc. 403(B) Retirement Savings Plan (plan 001)
- Journey Care, Inc. — all reported plans
- Millennium Trust Company, LLC 401(K) Plan (plan 001)
- Millennium Trust Company, LLC — all reported plans
- Kroeschell, Inc. Contributory Profit Sharing/401(K) Plan (plan 001)
- Kroeschell, Inc. — all reported plans
- Osg Usa, Inc. Profit Sharing And 401(K) Plan (plan 001)
- Osg Usa, Inc. — all reported plans
- Clare Holdings, LLC 401(K) Plan (plan 002)
- Clare Holdings, LLC — all reported plans
- Planned Parenthood Of Illinois 401(K) Plan (plan 003)
- Planned Parenthood Of Illinois — all reported plans
- Gerald Auto Group 401(K) Plan & Trust (plan 001)
- Gerald Nissan Of North Aurora, Inc. — all reported plans
- Nexum, Inc. 401(K) Plan (plan 001)
- Nexum, Inc. — all reported plans
- C & K Holdings 401(K) Plan (plan 001)
- C & K Holdings, LLC — all reported plans
- Mccann Industries, Inc. Employees' Retirement Plan (plan 001)
- Mccann Industries, Inc. — all reported plans
- Avionos, LLC 401(K) Plan (plan 001)
- Avionos, LLC — all reported plans
- Daniels Sharpsmart, Inc. 401(K) Plan (plan 002)
- Daniels Sharpsmart, Inc. — all reported plans
- Navy Pier, Inc. 401(K) Plan (plan 002)
- Navy Pier, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources