Creative Planning Hold Co, LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Creative Planning Hold Co, LLC is reported as a service provider on 36 loaded Form 5500 filing(s) across 35 plan sponsor(s) and 36 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $76,662 and reported indirect compensation totals $1,152,162.
Reported compensation summary
- Reported direct compensation
- $76,662
- Reported indirect compensation
- $1,152,162
- Total reported compensation
- $1,228,824
- Filings
- 36
- Plan sponsors
- 35
- Plans
- 36
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Onesky, LLC | OH | 1 | $100,000 |
| Pye-Barker Fire & Safety, LLC | GA | 1 | $78,750 |
| Manna Pro Products, LLC | MO | 1 | $70,956 |
| Safebuilt, LLC | CO | 1 | $68,600 |
| Katzen Medical Associates, P.C. | TX | 1 | $66,259 |
| Priority Technology Holdings, Inc. | GA | 1 | $62,330 |
| Cognosante, LLC | AZ | 1 | $56,667 |
| Travel Nurse Across America, LLC | AR | 1 | $53,268 |
| Grocery Delivery E-Services, Inc. | NY | 1 | $45,000 |
| Next Tier Concepts, Inc. | VA | 1 | $43,151 |
State footprint
Plans reporting Creative Planning Hold Co, LLC are sponsored in TX (7), CA (5), OH (3), GA (3), VA (2), NJ (2), FL (2), NC (2), NY (1), PA (1), MO (1), AZ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Onesky, LLC | Onesky Flight, LLC 401(K) Retirement Savings Plan | 2023 | $0 | $100,000 |
| Pye-Barker Fire & Safety, LLC | Pbfs Retirement Plan | 2023 | $3,750 | $75,000 |
| Manna Pro Products, LLC | Manna Pro Products, LLC Retirement Plan | 2023 | $0 | $70,956 |
| Safebuilt, LLC | Safebuilt 401(K) Plan | 2023 | $0 | $68,600 |
| Katzen Medical Associates, P.C. | Esp Management, LLC 401k Profit Sharing Plan | 2023 | $0 | $66,259 |
| Priority Technology Holdings, Inc. | Priority Technology Holdings, Inc. 401k Plan | 2023 | $0 | $62,330 |
| Cognosante, LLC | Cognosante LLC 401(K) Plan | 2023 | $0 | $56,667 |
| Travel Nurse Across America, LLC | Travel Nurse Across America 401(K) Plan | 2023 | $0 | $53,268 |
| Grocery Delivery E-Services, Inc. | Hellofresh 401(K) Retirement Savings Plan | 2023 | $0 | $45,000 |
| Next Tier Concepts, Inc. | Nt Concepts 401(K) Plan | 2023 | $0 | $43,151 |
| Diamond Growth Partners, LLC | Diamond Growth Partners, LLC 401(K) Plan | 2023 | $0 | $43,057 |
| Pet Supermarket, Inc. | Pet Supermarket 401(K) Plan | 2023 | $40,000 | not reported in the loaded dataset |
| Weitzman Management Corporation | W. C. A. Employees 401k Salary Deferral Savings | 2023 | $0 | $39,444 |
| Richards Manufacturing Co. | Richards Manufacturing 401(K) Plan | 2023 | $0 | $38,324 |
| National Ewp, Inc. | National Ewp, Inc. 401(K) Plan | 2023 | $0 | $37,609 |
| Featherlite Exiss Sooner Holding | Featherlite Exiss Sooner 401(K) Retirement Plan | 2023 | $0 | $34,511 |
| Greenphire, LLC | Greenphire, Inc. 401(K) Profit Sharing Plan Trust | 2023 | $0 | $32,748 |
| Kasasa, Ltd | Kasasa, Ltd 401(K) Plan | 2023 | $0 | $32,441 |
| Veridiam, Inc. | Veridiam, Inc. Retirement Savings Plan | 2023 | $0 | $27,469 |
| Energy Systems Group, LLC | Energy Systems Group, LLC 401(K) Plan | 2023 | $0 | $25,380 |
| Vytalogy Wellness LLC | Vytalogy Wellness 401(K) Plan | 2023 | $0 | $25,000 |
| Navigate360, LLC | Navigate360, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $23,548 |
| Ns412, LLC | Ns412, LLC 401(K) Plan | 2023 | $0 | $21,008 |
| Induspac California, Inc. | Specialized Packaging Group Employees 401(K) Plan | 2023 | $0 | $20,407 |
| Omnigo Software, LLC | Omnigo 401(K) Plan | 2023 | $0 | $17,110 |
| Combined Resources, LLC | Lakeview Health Holdings, Inc 401k Plan | 2023 | $0 | $17,099 |
| Guidehouse Digital LLC | Guidehouse Digital LLC 401(K) Savings Plan | 2023 | $0 | $16,667 |
| Me & My Big Ideas, LLC | Me & My Big Ideas 401(K) Plan | 2023 | $0 | $14,771 |
| Profile Custom Extrusions, LLC | Profile Custom Extrusions 401(K) Plan | 2023 | $0 | $14,660 |
| Family Health International | Fhi 360 Employees' 403(B) Plan | 2023 | $14,375 | not reported in the loaded dataset |
| Family Health International | Fhi 360 Employees' Pension Plan | 2023 | $14,375 | not reported in the loaded dataset |
| Eastern Smiles Opco, LLC | Eastern Smiles 401(K) Plan | 2023 | $0 | $11,250 |
| Castlewood Treatment Center, LLC Dba Alsana | Alsana 401(K) Profit Sharing Plan | 2023 | $0 | $8,287 |
| Pla Buyer, LLC | Pla 401(K) Plan | 2023 | $0 | $5,216 |
| Beusa Energy, LLC | Beusa Energy 401(K) Plan | 2023 | $0 | $4,925 |
| Service Express, LLC | Service Express, LLC 401(K) Plan | 2023 | $4,162 | $0 |
Related Form 5500 pages
- Onesky Flight, LLC 401(K) Retirement Savings Plan (plan 001)
- Onesky, LLC — all reported plans
- Pbfs Retirement Plan (plan 004)
- Pye-Barker Fire & Safety, LLC — all reported plans
- Manna Pro Products, LLC Retirement Plan (plan 001)
- Manna Pro Products, LLC — all reported plans
- Safebuilt 401(K) Plan (plan 001)
- Safebuilt, LLC — all reported plans
- Esp Management, LLC 401k Profit Sharing Plan (plan 001)
- Katzen Medical Associates, P.C. — all reported plans
- Priority Technology Holdings, Inc. 401k Plan (plan 001)
- Priority Technology Holdings, Inc. — all reported plans
- Cognosante LLC 401(K) Plan (plan 001)
- Cognosante, LLC — all reported plans
- Travel Nurse Across America 401(K) Plan (plan 001)
- Travel Nurse Across America, LLC — all reported plans
- Hellofresh 401(K) Retirement Savings Plan (plan 001)
- Grocery Delivery E-Services, Inc. — all reported plans
- Nt Concepts 401(K) Plan (plan 001)
- Next Tier Concepts, Inc. — all reported plans
- Diamond Growth Partners, LLC 401(K) Plan (plan 001)
- Diamond Growth Partners, LLC — all reported plans
- Pet Supermarket 401(K) Plan (plan 001)
- Pet Supermarket, Inc. — all reported plans
- W. C. A. Employees 401k Salary Deferral Savings (plan 001)
- Weitzman Management Corporation — all reported plans
- Richards Manufacturing 401(K) Plan (plan 001)
- Richards Manufacturing Co. — all reported plans
- National Ewp, Inc. 401(K) Plan (plan 001)
- National Ewp, Inc. — all reported plans
- Featherlite Exiss Sooner 401(K) Retirement Plan (plan 001)
- Featherlite Exiss Sooner Holding — all reported plans
- Greenphire, Inc. 401(K) Profit Sharing Plan Trust (plan 001)
- Greenphire, LLC — all reported plans
- Kasasa, Ltd 401(K) Plan (plan 001)
- Kasasa, Ltd — all reported plans
- Veridiam, Inc. Retirement Savings Plan (plan 001)
- Veridiam, Inc. — all reported plans
- Energy Systems Group, LLC 401(K) Plan (plan 002)
- Energy Systems Group, LLC — all reported plans
- Vytalogy Wellness 401(K) Plan (plan 001)
- Vytalogy Wellness LLC — all reported plans
- Navigate360, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Navigate360, LLC — all reported plans
- Ns412, LLC 401(K) Plan (plan 001)
- Ns412, LLC — all reported plans
- Specialized Packaging Group Employees 401(K) Plan (plan 003)
- Induspac California, Inc. — all reported plans
- Omnigo 401(K) Plan (plan 001)
- Omnigo Software, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources