How big is Winthrop Capital Management, LLC's plan?

Winthrop Capital Management, LLC's plan reported $1.4M in assets and 25 participants for 2024.

Original filing (PDF)20251015125028NAL0004892049001

Winthrop Capital Management, LLC

Name: Winthrop Capital Management, LLC — Winthrop Capital, Form 5500 (2024)
Creator: Winthrop Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winthrop Capital Management, LLC 401(k) Plan

401(k) retirement plan · Winthrop Capital Management, LLC's Winthrop Capital Management, LLC 401(k) Plan held $1.4M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Winthrop Capital Management, LLC's EIN is 26-0815272.

EIN 26-0815272

Plan number 001

Plan year 2024

ACK ID 20251015125028NAL0004892049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winthrop Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winthrop Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINTHROP CAPITAL MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

WINTHROP CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

10201 N. ILLINOIS STREET · SUITE 450 · CARMEL, IN · 46290

Phone

(317) 660-7258

Industry

Finance & Insurance

Plan administrator