401k Plan data: WINTON CAPITAL US LLC 401(K) RETIREMENT PLAN plan

WINTON CAPITAL US LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	WINTON CAPITAL US LLC 401(K) RETIREMENT PLAN
Plan identification number	001

WINTON CAPITAL US LLC 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WINTON CAPITAL US LLC has sponsored the creation of one or more 401k plans.

Company Name: WINTON CAPITAL US LLC

Employer identification number (EIN): 611731819

NAIC Classification: 523900

Additional information about WINTON CAPITAL US LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5480260

More information about WINTON CAPITAL US LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINTON CAPITAL US LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ANGELA GRAY 2024-07-23
001 2022-01-01 CHRISTOPHER READ 2023-07-13
001 2021-01-01 CHRISTOPHER READ 2022-06-14
001 2020-01-01 CHRISTOPHER READ 2021-03-24
001 2019-01-01 CHRISTOPHER READ 2020-06-04
001 2018-01-01 CHRISTOPHER READ 2019-12-20
001 2017-01-01 ALIYA THOBANI 2018-08-22
001 2016-01-01 ALIYA THOBANI 2017-10-02
001 2015-01-01 ALIYA THOBANI 2016-10-07
001 2014-08-01 MEREDITH CARTY 2015-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ANGELA GRAY	2024-07-23
001	2022-01-01	CHRISTOPHER READ	2023-07-13
001	2021-01-01	CHRISTOPHER READ	2022-06-14
001	2020-01-01	CHRISTOPHER READ	2021-03-24
001	2019-01-01	CHRISTOPHER READ	2020-06-04
001	2018-01-01	CHRISTOPHER READ	2019-12-20
001	2017-01-01	ALIYA THOBANI	2018-08-22
001	2016-01-01	ALIYA THOBANI	2017-10-02
001	2015-01-01	ALIYA THOBANI	2016-10-07
001	2014-08-01	MEREDITH CARTY	2015-09-21

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Company Name:	WINTON CAPITAL US LLC
Employer identification number (EIN):	611731819
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5480260