Plans listing this provider
176
0.31% of the 56,420 plans with Schedule H financials; 142 in 2023
Providers › Creative Planning LLC
Creative Planning LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $8,051,878
Assets of those plans
$14,125,144,738
0.18% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$8,051,878
99% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 148 |
| 50 | Direct payment from the plan | 51 |
| 16 | Consulting (general) | 20 |
| 26 | Investment advisory (participants) | 10 |
| 28 | Investment management | 6 |
| 99 | Other fees | 4 |
| 51 | Investment management fees paid directly by plan | 2 |
| 10 | Accounting (including auditing) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Global Medical Response, Inc. 401(k) Plan | Global Medical Response | $1,749,695,492 | 25,111 | $96,000 |
| Southeastern Freight Lines Retirement Savings Program | Southeastern Freight Lines | $1,159,907,184 | 9,891 | $13,333 |
| Allete and Affiliated Companies Retirement Savings and Stock Ownership Plan | ALLETE | $605,672,357 | 2,312 | $22,000 |
| Pool Corporation 401(k) Plan | SCP Distributors | $436,005,804 | 5,806 | $35,000 |
| Choice Hotels International, Inc. Retirement Savings and Investment Plan | Choice Hotels International | $409,448,485 | 3,271 | $66,500 |
| Amsi 401(k) Plan | Amsi | $379,512,926 | 12,137 | $80,000 |
| Conmed Corporation Retirement Savings Plan | Conmed | $341,778,747 | 3,919 | $42,000 |
| U.S. Renal Care, Inc. Profit Sharing Plan | U.S. Renal Care | $340,169,244 | 7,651 | $78,000 |
| SGS North America Inc. 401(k) Plan | SGS North America | $319,329,217 | 4,168 | $46,500 |
| Deferred Salary Profit-sharing Plan for Employees of DCS Corporation | DCS | $307,509,988 | 3,070 | $50,000 |
| Lhoist North America 401(k) Plan | Lhoist North America | $281,320,293 | 2,005 | $68,000 |
| Hearthside Food Solutions 401(k) Plan | Hearthside Food Solutions | $280,055,980 | 6,672 | $135,525 |
| The GEO Save 401(k) Plan | GEO Group | $276,182,156 | 7,740 | $53,803 |
| Citco Technology Management, Inc. 401(k) Retirement Plan | Citco Technology Management | $271,150,997 | 1,121 | $39,345 |
| The 401(k) Plan - Americo, CRL & Ipfs | Americo Services | $262,379,529 | 2,200 | $72,988 |
| Cambridge Information Group, Inc. 401(k) Retirement Plan | Cambridge Information Group | $251,534,306 | 1,507 | $79,978 |
| Safran Cabin Inc. 401(k) Savings Plan | Safran Cabin | $235,314,917 | 2,849 | $58,000 |
| PSC Group 401(k) Plan | PSC Group | $219,628,252 | 5,363 | $42,127 |
| Range Resources Corporation 401(k) Plan | Range Resources | $212,522,953 | 817 | $70,000 |
| MPR Associates, Inc. 401(k) and Profit Sharing Plan | MPR Associates | $200,483,726 | 392 | $74,625 |
| Hoerbiger US Retirement Plan | Hoerbiger America Holding | $192,790,169 | 1,349 | $59,953 |
| The Beck Group Retirement Savings Plan | Hcbeck | $189,920,909 | 1,101 | $70,000 |
| Halff Associates Inc. 401(k) Plan | Halff Associates | $187,204,411 | 2,066 | $57,998 |
| Republic Bancorp, Inc. 401(k) Retirement Plan | Republic Bancorp | $154,477,573 | 1,249 | $73,862 |
| Fidelity Building Services Group 401(k) | Fidelity Engineering | $151,653,372 | 1,755 | $206,797 |
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.