Plans listing this provider
482
0.85% of the 56,420 plans with Schedule H financials; 340 in 2023
Providers › Creative Planning LLC
Creative Planning LLC
- Service provider, as named on Schedule C
- EIN 844519624
- Plan year 2024
- Direct compensation reported $17,311,776
Assets of those plans
$69,954,623,750
0.90% of all Schedule H plan assets
Plans where it is the recordkeeper
39
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$17,311,776
74% 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) | 242 |
| 26 | Investment advisory (participants) | 134 |
| 70 | Consulting fees | 114 |
| 50 | Direct payment from the plan | 94 |
| 99 | Other fees | 78 |
| 49 | Other services | 40 |
| 15 | Recordkeeping and information management | 39 |
| 21 | Trustee (bank, trust company or similar) | 39 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| HDR, Inc. Best Plan and ESOP | HDR | $7,698,378,085 | 15,939 | $80,000 |
| Science Applications International Corporation Retirement Plan | Science Applications International | $5,420,553,885 | 31,738 | $90,562 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $68,688 |
| Rock Holdings & Associated Companies Savings Plan | Rock Holdings | $2,227,575,094 | 21,497 | $90,000 |
| HNTB Ownership Plan | HNTB Holdings | $2,177,568,788 | 8,265 | $78,514 |
| Shaw Industries Group, Inc. Retirement Savings Plan | Shaw Industries Group | $1,743,038,069 | 19,197 | $0 |
| Successwise Pooled Employer Plan | Plan Professionals | $1,471,432,710 | 33,953 | $19,499 |
| Lockton, Inc. 401(k) Plan | Lockton | $1,397,582,709 | 8,620 | $0 |
| ACE Hardware Corporation 401(k) Savings and Retirement Plan | ACE Hardware | $1,152,405,235 | 10,562 | $30,500 |
| Teradata Savings Plan | Teradata | $1,146,703,591 | 3,755 | $87,500 |
| American Greetings Retirement Savings Plan | American Greetings | $1,076,917,522 | 4,726 | $52,500 |
| Radiology Partners, Inc. Partner Plan | Radiology Partners | $1,049,806,186 | 1,715 | $88,854 |
| Barry-wehmiller Companies' 401(k) Retirement Savings Plan | Barry-wehmiller Companies | $1,028,015,924 | 6,904 | $114,000 |
| Thrivewise Pooled Employer Plan | Principal Life Insurance | $996,903,363 | 7,772 | $0 |
| Save Mart Companies Retirement Savings Plan | Save Mart Companies | $992,956,330 | 6,853 | $94,785 |
| Southeastern Grocers 401(k) Savings Plan | Southeastern Grocers | $941,231,505 | 10,104 | $84,990 |
| Maximus, Inc. 401(k) Plan | Maximus | $913,172,284 | 20,755 | $48,750 |
| Hendrick Automotive Group 401(k) Plan | Hendrick Automotive Group | $756,633,522 | 11,818 | $65,000 |
| Buildwise | Plan Professionals | $650,180,984 | 11,503 | $463,064 |
| Nidec Motor Corporation Employee Savings Investment Plan | Nidec Motor | $649,947,167 | 5,447 | $62,500 |
| Solenis, LLC Employee Savings Plan | Solenis | $631,107,311 | 4,089 | $21,250 |
| HNTB Retirement and Savings Plan | HNTB Holdings | $623,027,532 | 7,895 | $230,629 |
| Republic Airways Holdings Inc. 401(k) Plan | Republic Airways Holdings | $577,572,013 | 6,911 | $74,192 |
| Bayhealth Medical Center, Inc. Retirement and Savings Plan | Bayhealth Medical Center | $539,072,919 | 6,256 | $12,077 |
| Eyecare Partners 401(k) Plan | Clarkson Eyecare | $511,778,833 | 6,289 | $140,660 |
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.