Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Creative Planning Holdco LLC
Creative Planning Holdco LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $923,348
Assets of those plans
$1,228,272,056
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$923,348
100% 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) | 21 |
| 28 | Investment management | 1 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Clayco, Inc. 401(k) Profit Sharing Plan | Clayco | $242,237,870 | 2,939 | $84,999 |
| Ferrara Candy Company 401(k) Plan | Ferrara Candy | $217,282,364 | 3,423 | $69,255 |
| Mindbody, Inc. 401(k) Profit Sharing Plan | MINDBODY | $122,845,199 | 1,926 | $30,900 |
| Integrative Emergency Services, LLC 401(k) Plan | Integrative Emergency Services | $108,149,794 | 1,151 | $1,551 |
| J-berd Mechanical Contractors, Inc. 401(k) Plan | J-berd Mechanical Contractors | $87,076,918 | 736 | $4,891 |
| Fuss & O'neill Profit Sharing & Employee Savings Plan | Fuss & Oneill | $81,205,738 | 551 | $64,007 |
| Auberge Resorts 401(k) Plan | Auberge Resorts | $47,959,410 | 909 | $62,570 |
| Cuningham Group Architecture, Inc. Retirement Savings Plan | Cuningham Group Architecture | $43,241,385 | 0 | $81,250 |
| Oneida ESC Group, LLC 401(k) Profit Sharing Plan | Oneida ESC Group | $40,425,002 | 489 | $47,621 |
| Weis Builders, Inc. Profit Sharing Plan and Trust | Weis Builders | $40,161,652 | 359 | $39,636 |
| Pandi Capital LLC 401(k) Plan | Pandi Capital | $31,429,180 | 696 | $12,875 |
| Ortho 401(k) Solutions | Ortho Benefits | $29,451,894 | 323 | $4,463 |
| United Bankers' Bancorporation, Inc. 401(k) Savings Plan | United Bankers' Bancorporation | $28,406,200 | 160 | $40,963 |
| Infobip Openmarket 401(k) Plan | Openmarket | $28,076,122 | 329 | $55,328 |
| Macro-pro, Inc. 401(k) Plan | Macro-pro | $22,218,018 | 161 | $34,329 |
| Nephron Pharmaceuticals Corporation 401(k) Savings Plan | Nephron Pharmaceuticals | $18,485,134 | 1,147 | $27,235 |
| Singapore Airlines 401(k) Plan | Singapore Airlines | $11,152,740 | 199 | $27,181 |
| Highway Safety Corporation 401 (k) Plan | Highway Safety | $11,060,399 | 46 | $26,515 |
| Skybeam, LLC DBA Rise Broadband 401(k) Plan | Skybeam LLC DBA Rise Broadband a Colorado | $10,111,968 | 330 | $25,000 |
| Hostmark/raintree 401(k) Plan | S. Raintree Enterprises | $7,295,069 | 155 | $18,690 |
| Pella DFW / West Texas 401(k) | Dallas-pwd | $0 | 0 | $42,264 |
| Management Solutions 401(k) Plan | Management Solutions | $0 | 8 | $121,825 |
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.