Tanja Simono signed Wintrust Financial Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wintrust Financial Corporation's EIN is 36-3873352.
Download the official 2024 Form 5500 (PDF) for Wintrust Financial Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wintrust Financial Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $116K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $753.7M | 94.5% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $63.3M | 7.9% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $33.7M | 4.2% | |
| PIONEER BOND TRUST R1 GREAT GRAY TRUST COMPANY LLC · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $18.5M | 2.3% |
