Creative Planning Holdco LLC Dba Cr — 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 Holdco LLC Dba Cr is reported as a service provider on 37 loaded Form 5500 filing(s) across 36 plan sponsor(s) and 37 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,114,682 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,114,682
- Reported indirect compensation
- $0
- Total reported compensation
- $1,114,682
- Filings
- 37
- Plan sponsors
- 36
- Plans
- 37
- 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 |
|---|---|---|---|
| Spectris, Inc. | MA | 1 | $111,426 |
| The Carlstar Group LLC | TN | 1 | $108,631 |
| Mission Linen Supply | CA | 1 | $93,750 |
| Ferrara Candy Company | IL | 2 | $75,790 |
| Auberge Resorts, LLC | CA | 1 | $75,000 |
| Tpusa, Inc. | UT | 1 | $75,000 |
| Sally Beauty Holdings, Inc. | TX | 1 | $57,750 |
| The Geo Group, Inc. | FL | 1 | $51,719 |
| Craig Hospital | CO | 1 | $49,352 |
| Simply Good Foods Usa, Inc. | CO | 1 | $47,536 |
State footprint
Plans reporting Creative Planning Holdco LLC Dba Cr are sponsored in MN (6), IL (6), TX (3), CO (3), FL (3), AZ (3), CA (3), UT (2), TN (2), WI (1), KY (1), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Spectris, Inc. | The Spectris Group Safe Harbor 401(K) Retirement Plan | 2023 | $111,426 | not reported in the loaded dataset |
| The Carlstar Group LLC | The Carlstar Group LLC 401(K) Plan | 2023 | $108,631 | not reported in the loaded dataset |
| Mission Linen Supply | Mission Linen Supply Salary Savings Plan | 2023 | $93,750 | not reported in the loaded dataset |
| Tpusa, Inc. | Tpusa 401(K) Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Auberge Resorts, LLC | Auberge Resorts 401(K) Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Ferrara Candy Company | Ferrara Candy Company 401(K) Plan | 2023 | $69,226 | not reported in the loaded dataset |
| Sally Beauty Holdings, Inc. | Sally Beauty 401(K) And Profit Sharing Plan | 2023 | $57,750 | not reported in the loaded dataset |
| The Geo Group, Inc. | The Geo Save 401(K) Plan | 2023 | $51,719 | not reported in the loaded dataset |
| Craig Hospital | Craig Hospital Retirement Plan | 2023 | $49,352 | not reported in the loaded dataset |
| Simply Good Foods Usa, Inc. | Simply Good Foods Usa, Inc. 401(K) Profit Sharing Plan | 2023 | $47,536 | not reported in the loaded dataset |
| Universal Lighting Technologies, Inc. | Universal Lighting Technologies 401(K) Savings Plan | 2023 | $44,079 | not reported in the loaded dataset |
| Entrans International, LLC | Entrans 401(K) Plan | 2023 | $43,750 | not reported in the loaded dataset |
| Computer Services, Inc. | Csi Retirement Plan | 2023 | $31,250 | not reported in the loaded dataset |
| I.D. Images, LLC | I.D. Images LLC Retirement Plan | 2023 | $25,536 | not reported in the loaded dataset |
| Horrocks Engineers, Inc. | Horrocks Engineers 401(K) Plan | 2023 | $22,154 | not reported in the loaded dataset |
| Abercrombie & Kent Usa, LLC | Abercrombie & Kent Usa, LLC 401(K) Savings & Benefit Plan | 2023 | $21,979 | not reported in the loaded dataset |
| Design Electric, Inc. | Design Electric, Inc. 401(K) Retirement Plan | 2023 | $20,159 | not reported in the loaded dataset |
| Cadence Education LLC | Cadence Education LLC 401(K) Savings Plan | 2023 | $18,750 | not reported in the loaded dataset |
| Cph Consulting, LLC | Cph Consulting, LLC 401(K) Profit Sharing Plan | 2023 | $18,070 | not reported in the loaded dataset |
| Jumpcloud, Inc. | Jumpcloud, Inc. 401(K) Plan | 2023 | $16,871 | not reported in the loaded dataset |
| Cuningham Group Architecture, Inc. | Cuningham Group Architecture, Inc. Retirement Savings Plan | 2023 | $16,250 | not reported in the loaded dataset |
| Felling Trailers, Inc. | Felling Trailers, Inc. 401(K) Plan | 2023 | $11,488 | $0 |
| Frank N. Magid Associates, Inc | Frank N. Magid Associates, Inc. 401(K) Profit Sharing Plan | 2023 | $11,142 | not reported in the loaded dataset |
| Innovetive Petcare Holdings LLC | Innovetive Petcare 401(K) Profit Sharing Plan And Trust | 2023 | $9,376 | not reported in the loaded dataset |
| Dick Family, Inc. | Dick Family, Inc. 401(K) Plan | 2023 | $9,300 | not reported in the loaded dataset |
| Recurrent Ventures Inc. | Recurrent Ventures Inc. 401(K) Plan | 2023 | $9,123 | not reported in the loaded dataset |
| United Call Center Solutions, LLC | United Call Center Solutions, LLC 401(K) Plan | 2023 | $7,500 | not reported in the loaded dataset |
| Ferrara Candy Company | Ferrara Candy Company 401(K) Plan For Collective Bargaining Unit Employees | 2023 | $6,564 | not reported in the loaded dataset |
| S. J. Louis Construction, Inc | S.J. Louis Construction, Inc. Retirement Savings Plan | 2023 | $5,123 | not reported in the loaded dataset |
| Freebird Desert Mountain Company, LLC | Pella Windows & Doors Mountain West 401(K) Retirement Savings Plan | 2023 | $4,544 | not reported in the loaded dataset |
| Nickco Hospitality LLC | Nickco Hospitality LLC 401(K) Profit Sharing Plan & Trust | 2023 | $4,196 | not reported in the loaded dataset |
| Arizona Grand Resort Group L.L.C. | Classic Hotels & Resorts Employees 401(K) Plan | 2023 | $4,113 | not reported in the loaded dataset |
| Alpha Source Holdco, LLC | Alpha Source Holdco, LLC 401(K) Plan | 2023 | $3,563 | not reported in the loaded dataset |
| Amli Management Company | Amli Residential Properties 401(K) Plan | 2023 | $3,542 | not reported in the loaded dataset |
| Life Unlimited, Inc. | Life Unlimited, Inc. 401(K) Plan | 2023 | $3,536 | not reported in the loaded dataset |
| Hickory Farms, LLC | The Hickory Farms Employee Savings And Retirement Plan | 2023 | $2,015 | not reported in the loaded dataset |
| Chicago Fire Football Holdings, LLC | Chicago Fire Fc 401(K) Plan | 2023 | $1,319 | not reported in the loaded dataset |
Related Form 5500 pages
- The Spectris Group Safe Harbor 401(K) Retirement Plan (plan 003)
- Spectris, Inc. — all reported plans
- The Carlstar Group LLC 401(K) Plan (plan 001)
- The Carlstar Group LLC — all reported plans
- Mission Linen Supply Salary Savings Plan (plan 003)
- Mission Linen Supply — all reported plans
- Tpusa 401(K) Plan (plan 001)
- Tpusa, Inc. — all reported plans
- Auberge Resorts 401(K) Plan (plan 001)
- Auberge Resorts, LLC — all reported plans
- Ferrara Candy Company 401(K) Plan (plan 003)
- Ferrara Candy Company — all reported plans
- Sally Beauty 401(K) And Profit Sharing Plan (plan 006)
- Sally Beauty Holdings, Inc. — all reported plans
- The Geo Save 401(K) Plan (plan 001)
- The Geo Group, Inc. — all reported plans
- Craig Hospital Retirement Plan (plan 001)
- Craig Hospital — all reported plans
- Simply Good Foods Usa, Inc. 401(K) Profit Sharing Plan (plan 001)
- Simply Good Foods Usa, Inc. — all reported plans
- Universal Lighting Technologies 401(K) Savings Plan (plan 001)
- Universal Lighting Technologies, Inc. — all reported plans
- Entrans 401(K) Plan (plan 001)
- Entrans International, LLC — all reported plans
- Csi Retirement Plan (plan 001)
- Computer Services, Inc. — all reported plans
- I.D. Images LLC Retirement Plan (plan 001)
- I.D. Images, LLC — all reported plans
- Horrocks Engineers 401(K) Plan (plan 001)
- Horrocks Engineers, Inc. — all reported plans
- Abercrombie & Kent Usa, LLC 401(K) Savings & Benefit Plan (plan 001)
- Abercrombie & Kent Usa, LLC — all reported plans
- Design Electric, Inc. 401(K) Retirement Plan (plan 001)
- Design Electric, Inc. — all reported plans
- Cadence Education LLC 401(K) Savings Plan (plan 001)
- Cadence Education LLC — all reported plans
- Cph Consulting, LLC 401(K) Profit Sharing Plan (plan 001)
- Cph Consulting, LLC — all reported plans
- Jumpcloud, Inc. 401(K) Plan (plan 001)
- Jumpcloud, Inc. — all reported plans
- Cuningham Group Architecture, Inc. Retirement Savings Plan (plan 001)
- Cuningham Group Architecture, Inc. — all reported plans
- Felling Trailers, Inc. 401(K) Plan (plan 001)
- Felling Trailers, Inc. — all reported plans
- Frank N. Magid Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Frank N. Magid Associates, Inc — all reported plans
- Innovetive Petcare 401(K) Profit Sharing Plan And Trust (plan 001)
- Innovetive Petcare Holdings LLC — all reported plans
- Dick Family, Inc. 401(K) Plan (plan 001)
- Dick Family, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources