Creative Planning, Inc — 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, Inc is reported as a service provider on 194 loaded Form 5500 filing(s) across 191 plan sponsor(s) and 194 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,436,880 and reported indirect compensation totals $4,159,811.
Reported compensation summary
- Reported direct compensation
- $4,436,880
- Reported indirect compensation
- $4,159,811
- Total reported compensation
- $8,596,691
- Filings
- 194
- Plan sponsors
- 191
- Plans
- 194
- 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 |
|---|---|---|---|
| Norton Healthcare, Inc. | KY | 1 | $262,728 |
| Guild Mortgage Company LLC | CA | 1 | $253,065 |
| Plan Professionals, LLC | NJ | 1 | $200,091 |
| Paperworks Industries, Inc. | PA | 3 | $143,125 |
| Par Petroleum, LLC | TX | 2 | $132,499 |
| Baker Sterchi Cowden And Rice LLC | MO | 1 | $120,155 |
| Vendor Credentialing Service, LLC D/B/A Symplr | TX | 1 | $111,717 |
| North American Lighting, Inc. | IL | 1 | $109,609 |
| Integrity Marketing Group | TX | 1 | $99,892 |
| Multistudio, Inc. | MO | 1 | $91,321 |
State footprint
Plans reporting Creative Planning, Inc are sponsored in IL (24), MO (22), TX (16), VA (13), CO (12), FL (10), CA (9), WI (9), NC (7), AZ (7), PA (6), KS (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Norton Healthcare, Inc. | Norton Healthcare 403(B) Retirement Savings Plan | 2023 | $253,878 | $8,850 |
| Guild Mortgage Company LLC | Guild Mortgage Company Profit Sharing 401(K) Plan | 2023 | $252,940 | $125 |
| Plan Professionals, LLC | Successwise Pooled Employer Plan | 2023 | $194,750 | $5,341 |
| Baker Sterchi Cowden And Rice LLC | Baker Sterchi Cowden And Rice LLC 401k Savings Plan | 2023 | $120,155 | not reported in the loaded dataset |
| Vendor Credentialing Service, LLC D/B/A Symplr | Symplr 401(K) Plan And Trust | 2023 | $0 | $111,717 |
| North American Lighting, Inc. | North American Lighting, Inc. Command Plus Plan | 2023 | $109,609 | not reported in the loaded dataset |
| Integrity Marketing Group | Integrity Marketing Group 401(K) Plan | 2023 | $99,892 | not reported in the loaded dataset |
| Par Petroleum LLC | Par Petroleum LLC Savings Plan | 2023 | $0 | $99,249 |
| Multistudio, Inc. | Multistudio Inc 401k Profit Sharing Plan | 2023 | $34,370 | $56,951 |
| Elior, Inc. | Elior, Inc. 401(K) Plan | 2023 | $0 | $90,000 |
| Paperworks Industries, Inc. | Paperworks Industries, Inc. Savings Plan | 2023 | $0 | $89,610 |
| En Engineering, LLC Dba Entrust Solutions Group | Entrust Solutions Group Retirement Savings Plan | 2023 | $0 | $86,690 |
| Wescon Controls, LLC | Wescon Controls, LLC 401(K) Plan | 2023 | $86,038 | not reported in the loaded dataset |
| Ameri-National Corporation | Ameri-National Corporation 401(K) Plan | 2023 | $32,798 | $50,000 |
| Oracle Elevator Holdco, Inc. | Oracle Elevator Company Retirement Savings Plan | 2023 | $0 | $82,470 |
| Kuna Meat Company, Inc. | Kuna Meat Company, Inc. 401k Profit Sharing Plan | 2023 | $80,387 | not reported in the loaded dataset |
| Forcepoint LLC | Forcepoint 401(K) Retirement Plan | 2023 | $79,956 | $44 |
| National Spine And Pain Centers, LLC | National Spine And Pain Centers, LLC 401(K) Plan | 2023 | $79,099 | $29 |
| Imanage LLC | Imanage LLC 401(K) Plan | 2023 | $0 | $77,674 |
| Benjamin F. Edwards & Co., Inc. | Benjamin F. Edwards & Co., Inc. 401(K) Plan | 2023 | $0 | $76,328 |
| Bilfinger North America Inc | Bilfinger Inc. Retirement Plan | 2023 | $0 | $75,634 |
| School Specialty, LLC | School Specialty 401(K) Plan | 2023 | $74,488 | $661 |
| Pride Capital Partners, LLC | Pride Capital Partners, LLC 401(K) Plan | 2023 | $74,950 | not reported in the loaded dataset |
| Midwest Veterinary Partners. LLC | Midwest Veterinary Partners 401(K) Plan | 2023 | $73,693 | $61 |
| Nelson Global Products Inc. | Nelson Global Products 401(K) Plan | 2023 | $0 | $73,747 |
| Ncm Associates, Inc. | Ncm Associates, Inc. Esop/401(K) Plan | 2023 | $44,082 | $27,816 |
| Adb Companies, LLC | Adb Companies, LLC Retirement Savings Plan | 2023 | $0 | $71,705 |
| Gehl Foods, LLC | Gehl Foods, LLC 401(K) Salary Savings Plan | 2023 | $0 | $71,048 |
| Hydrite Chemical Co. | Chemical Employees' 401(K) Plan | 2023 | $49,403 | $20,981 |
| Horizon Bancorp | Horizon Bancorp Employees' Thrift Plan | 2023 | $0 | $69,988 |
| Grove Resource Solutions, Inc. | Grsi 401(K) Plan | 2023 | $0 | $68,158 |
| Nnr Global Logistics Usa Inc. | Nnr Global Logistics Usa Inc. Retirement Plan | 2023 | $67,855 | not reported in the loaded dataset |
| Lion Nathan Usa, Inc. | Lion Nathan Usa, Inc. 401(K) Retirement Plan | 2023 | $37,594 | $28,721 |
| Rocky Mountain Institute | Rocky Mountain Institute Tax Sheltered Annuity Plan | 2023 | $0 | $66,017 |
| Unite Private Networks, LLC | Unite Retirement Savings Plan | 2023 | $65,897 | not reported in the loaded dataset |
| Capspecialty, Inc. | Capspecialty, Inc. 401(K) Plan | 2023 | $0 | $65,154 |
| Airlines Reporting Corporation | Arc Employees Savings Plan | 2023 | $0 | $65,000 |
| Fike Corporation | Fike Corporation 401(K) Plan And Trust | 2023 | $0 | $64,546 |
| Echo Global Logistics, Inc. | Echo Global Logistics 401(K) Savings And Retirement Plan | 2023 | $63,584 | $70 |
| Association For Supervision And Curriculum Development | Ascd Defined Contribution Plan | 2023 | $0 | $63,057 |
| Security First Bank | Security First Bank 401(K) Plan | 2023 | $62,224 | not reported in the loaded dataset |
| Pbi-Gordon Companies, Inc | Pbi-Gordon Companies, Inc. 401(K) Retirement Savings Plan | 2023 | $61,841 | $87 |
| Contract Land Staff, LLC | Contract Land Staff, LLC 401(K) Plan | 2023 | $0 | $61,487 |
| St. Bernard Soap Company | St. Bernard Soap Company 401(K) Plan | 2023 | $2,222 | $59,149 |
| Entact, LLC | Entact, LLC 401(K) Savings Plan | 2023 | $0 | $60,507 |
| Dairyland Usa Corp. | The Chef'S Warehouse 401(K) Profit Sharing Plan & Trust | 2023 | $0 | $60,000 |
| Bossard U.S. Holdings, Inc. | Bossard U.S. Holdings, Inc. 401(K) Plan | 2023 | $0 | $58,211 |
| Red Bud Industries, Inc. | Red Bud Industries, Inc. Profit Sharing Plan | 2023 | $0 | $56,783 |
| Vae, Inc. | Vae, Inc. 401(K) Plan | 2023 | $56,435 | not reported in the loaded dataset |
| Ascendant Orthopaedic Alliance | South Bend Orthopaedic Associates 401(K) Plan | 2023 | $56,181 | not reported in the loaded dataset |
Related Form 5500 pages
- Norton Healthcare 403(B) Retirement Savings Plan (plan 002)
- Norton Healthcare, Inc. — all reported plans
- Guild Mortgage Company Profit Sharing 401(K) Plan (plan 001)
- Guild Mortgage Company LLC — all reported plans
- Successwise Pooled Employer Plan (plan 314)
- Plan Professionals, LLC — all reported plans
- Baker Sterchi Cowden And Rice LLC 401k Savings Plan (plan 002)
- Baker Sterchi Cowden And Rice LLC — all reported plans
- Symplr 401(K) Plan And Trust (plan 001)
- Vendor Credentialing Service, LLC D/B/A Symplr — all reported plans
- North American Lighting, Inc. Command Plus Plan (plan 003)
- North American Lighting, Inc. — all reported plans
- Integrity Marketing Group 401(K) Plan (plan 001)
- Integrity Marketing Group — all reported plans
- Par Petroleum LLC Savings Plan (plan 001)
- Par Petroleum LLC — all reported plans
- Multistudio Inc 401k Profit Sharing Plan (plan 001)
- Multistudio, Inc. — all reported plans
- Elior, Inc. 401(K) Plan (plan 001)
- Elior, Inc. — all reported plans
- Paperworks Industries, Inc. Savings Plan (plan 002)
- Paperworks Industries, Inc. — all reported plans
- Entrust Solutions Group Retirement Savings Plan (plan 001)
- En Engineering, LLC Dba Entrust Solutions Group — all reported plans
- Wescon Controls, LLC 401(K) Plan (plan 005)
- Wescon Controls, LLC — all reported plans
- Ameri-National Corporation 401(K) Plan (plan 001)
- Ameri-National Corporation — all reported plans
- Oracle Elevator Company Retirement Savings Plan (plan 001)
- Oracle Elevator Holdco, Inc. — all reported plans
- Kuna Meat Company, Inc. 401k Profit Sharing Plan (plan 001)
- Kuna Meat Company, Inc. — all reported plans
- Forcepoint 401(K) Retirement Plan (plan 001)
- Forcepoint LLC — all reported plans
- National Spine And Pain Centers, LLC 401(K) Plan (plan 001)
- National Spine And Pain Centers, LLC — all reported plans
- Imanage LLC 401(K) Plan (plan 001)
- Imanage LLC — all reported plans
- Benjamin F. Edwards & Co., Inc. 401(K) Plan (plan 001)
- Benjamin F. Edwards & Co., Inc. — all reported plans
- Bilfinger Inc. Retirement Plan (plan 001)
- Bilfinger North America Inc — all reported plans
- School Specialty 401(K) Plan (plan 001)
- School Specialty, LLC — all reported plans
- Pride Capital Partners, LLC 401(K) Plan (plan 001)
- Pride Capital Partners, LLC — all reported plans
- Midwest Veterinary Partners 401(K) Plan (plan 001)
- Midwest Veterinary Partners. LLC — all reported plans
- Nelson Global Products 401(K) Plan (plan 001)
- Nelson Global Products Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources