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Wintrust Retirement Benefit Advisor
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Wintrust Retirement Benefit Advisor
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
11,059
Total plan assets
$205.6M
Filings (rows)
1
Direct comp
$25K
Indirect comp
$0
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Newport Group, Inc.
Ascensus Secure Retirement Pooled Employer Plan ·
all filings
FOLSOM, CA
Investment manager
11,059
$205.6M
$25K
$0
Wintrust Retirement Benefit Advisor — Form 5500 Service Provider Profile | Form 5500 Search