Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials
Providers › Wintrust Private Trust Company
Wintrust Private Trust Company
- Service provider, as named on Schedule C
- EIN 364221549
- Plan year 2024
- Direct compensation reported $458,836
Assets of those plans
$132,000,255
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$458,836
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 |
|---|---|---|
| 31 | Named fiduciary | 10 |
| 15 | Recordkeeping and information management | 10 |
| 26 | Investment advisory (participants) | 10 |
| 27 | Investment advisory (plan) | 10 |
| 37 | Participant loan processing | 10 |
| 38 | Participant communication | 10 |
| 19 | Custodial (securities) | 10 |
| 25 | Trustee (directed) | 10 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| M & K Employee Services, Inc. 401(k) Planrecordkeeper | M & K Employee Services | $35,452,718 | 780 | $105,213 |
| Life EMS, Inc. Retirement and Savings Planrecordkeeper | Life EMS | $34,201,675 | 868 | $91,607 |
| Inontime Retirement Fundrecordkeeper | Inontime | $15,170,026 | 505 | $58,406 |
| Sietsema Farms 401(k) Planrecordkeeper | Sietsema Farms | $14,203,742 | 171 | $45,968 |
| Seaver Associates 401(k) Planrecordkeeper | Seaver Associates Leasing | $7,371,944 | 98 | $21,770 |
| Seaver Associates 401(k) Planrecordkeeper | Seaver Associates Leasing | $7,371,944 | 98 | $21,770 |
| Coastal Group 401(k) Planrecordkeeper | Coastal Management Services | $6,363,713 | 254 | $36,899 |
| Hospice of Holland 401(k) Planrecordkeeper | Hospice of Holland | $5,131,017 | 110 | $30,823 |
| Holland Special Delivery 401(k) Planrecordkeeper | HSD Operations | $4,512,839 | 215 | $27,260 |
| Quality Car Wash 401(k) Planrecordkeeper | Quality Car Wash of Michigan | $2,220,637 | 169 | $19,120 |
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.