Creative Planning 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 LLC is reported as a service provider on 436 loaded Form 5500 filing(s) across 423 plan sponsor(s) and 433 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $15,544,226 and reported indirect compensation totals $217,626.
Reported compensation summary
- Reported direct compensation
- $15,544,226
- Reported indirect compensation
- $217,626
- Total reported compensation
- $15,761,852
- Filings
- 436
- Plan sponsors
- 423
- Plans
- 433
- 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 |
|---|---|---|---|
| Newport Group, Inc. | CA | 1 | $436,515 |
| United Airlines, Inc. | IL | 1 | $278,071 |
| Us Radiology Specialists, Inc. | NC | 2 | $227,673 |
| Bisgp | MD | 1 | $174,863 |
| Hearthside Food Solutions, LLC | IL | 2 | $143,274 |
| Great Plains Manufacturing, Incorporated | KS | 1 | $141,901 |
| Southeastern Grocers LLC | FL | 1 | $127,500 |
| Regional Women'S Health Group, LLC | NJ | 1 | $113,997 |
| Lisi Holding North America, Inc. | CA | 1 | $113,498 |
| Anesthesia Associates Of Kansas City, P.A. | KS | 1 | $113,480 |
State footprint
Plans reporting Creative Planning LLC are sponsored in TX (57), IL (35), CA (33), CO (31), KS (22), FL (21), MO (19), WI (18), NC (17), VA (17), MD (15), OH (14).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Newport Group, Inc. | Savewisetm Pooled Employer Plan | 2023 | $436,515 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $278,071 | not reported in the loaded dataset |
| Bisgp | Fidelity Building Services Group 401(K) | 2023 | $174,863 | not reported in the loaded dataset |
| Us Radiology Specialists, Inc. | Us Radiology Physician Practice 401(K) Retirement Plan | 2023 | $158,207 | not reported in the loaded dataset |
| Great Plains Manufacturing, Incorporated | Great Plains Manufacturing Inc. Profit Sharing 401(K) Plan | 2023 | $141,901 | not reported in the loaded dataset |
| Hearthside Food Solutions, LLC | Hearthside Food Solutions 401(K) Plan | 2023 | $135,574 | not reported in the loaded dataset |
| Southeastern Grocers LLC | Southeastern Grocers 401(K) Savings Plan | 2023 | $127,500 | not reported in the loaded dataset |
| Regional Women'S Health Group, LLC | Axia Women'S Health 401(K) Profit Sharing Plan | 2023 | $113,997 | not reported in the loaded dataset |
| Lisi Holding North America, Inc. | Lisi Companies 401(K) Plan | 2023 | $113,498 | not reported in the loaded dataset |
| Anesthesia Associates Of Kansas City, P.A. | Anesthesia Associates Of Kansas City, P.A. 401(K) Profit Sharing Plan | 2023 | $113,480 | not reported in the loaded dataset |
| Stepping Stones Healthcare Services, LLC | The Stepping Stones Group Retirement Plan | 2023 | $107,086 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $105,718 | not reported in the loaded dataset |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $101,901 | not reported in the loaded dataset |
| Citco Technology Management, Inc. | Citco Technology Management, Inc. 401(K) Retirement Plan | 2023 | $100,857 | not reported in the loaded dataset |
| Zachry Holdings, Inc. | Zhi 401(K) Retirement Savings Plan | 2023 | $100,000 | not reported in the loaded dataset |
| Atlantic Power Services, LLC | Atlantic Power Services 401(K) And Profit Sharing Plan | 2023 | $96,290 | not reported in the loaded dataset |
| Adviser Compliance Associates, LLC Dba Aca Group | Adviser Compliance Associates, LLC Dba Aca Group 401(K) Plan | 2023 | $95,574 | not reported in the loaded dataset |
| Bruker Corporation | Bruker 401(K) Plan | 2023 | $0 | $93,750 |
| Confluent Health, LLC | Confluent Health, LLC 401(K) Profit Sharing Plan | 2023 | $93,649 | not reported in the loaded dataset |
| Acuity Eyecare Holdings, LLC | Aeg Vision 401(K) Plan | 2023 | $93,416 | not reported in the loaded dataset |
| Lakewood Health System | Lakewood Health System 401(K) Plan | 2023 | $91,487 | not reported in the loaded dataset |
| Global Medical Response, Inc. | Global Medical Response, Inc. 401(K) Plan | 2023 | $90,000 | not reported in the loaded dataset |
| Black & Veatch Holding Company | Black & Veatch Retirement Program | 2023 | $87,614 | not reported in the loaded dataset |
| Pacific Rim Mechanical Contractors, Inc. | Pacific Rim Mechanical Contractors, Inc. 401(K) Plan | 2023 | $87,030 | not reported in the loaded dataset |
| Eriks Corporation | Eriks North America Retirement Savings Plan | 2023 | $85,631 | not reported in the loaded dataset |
| Ansira Partners Ii, LLC | Ansira Partners, Inc. 401(K) Plan | 2023 | $85,000 | not reported in the loaded dataset |
| U.S. Renal Care, Inc. | U.S. Renal Care, Inc. Profit Sharing Plan | 2023 | $83,000 | not reported in the loaded dataset |
| Rock Holdings, Inc. | Rock Holdings & Associated Companies Savings Plan | 2023 | $81,250 | not reported in the loaded dataset |
| Cambridge Information Group, Inc. | Cambridge Information Group, Inc. 401(K) Retirement Plan | 2023 | $80,000 | not reported in the loaded dataset |
| Amsi | Amsi 401(K) Plan | 2023 | $80,000 | not reported in the loaded dataset |
| Shape Technologies Group, Inc. | The Shape Technologies Group 401(K) Plan | 2023 | $80,000 | not reported in the loaded dataset |
| Hcbeck, Ltd. | The Beck Group Retirement Savings Plan | 2023 | $80,000 | not reported in the loaded dataset |
| Netsmart Technologies, Inc. | Netsmart Technologies, Inc. 401(K) Plan | 2023 | $80,000 | not reported in the loaded dataset |
| Citation Oil & Gas Corp. | Citation Oil & Gas Corp. Retirement Savings Plan | 2023 | $79,058 | not reported in the loaded dataset |
| Tri Pointe Homes Holdings, Inc. | Tri Pointe Group 401(K) Profit Sharing Plan | 2023 | $78,224 | not reported in the loaded dataset |
| Vodafone Us Inc | Vodafone Us Retirement Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Crowdstrike, Inc. | Crowdstrike, Inc. Retirement Trust | 2023 | $75,000 | not reported in the loaded dataset |
| Kindercare Education LLC | Kindercare Education Savings And Investment Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Tenable Inc. | Tenable Inc. 401(K) Plan And Trust | 2023 | $74,979 | not reported in the loaded dataset |
| Ent Mso, LLC (Dba Elevate Ent Partners, LLC) | Elevate Ent Partners, LLC 401(K) Plan | 2023 | $73,934 | not reported in the loaded dataset |
| Ohio Transmission Holding LLC | Ohio Transmission Holding LLC 401(K) Plan | 2023 | $73,599 | not reported in the loaded dataset |
| Ernest Health, Inc. | Ernest Health Inc. 401(K) Retirement Plan | 2023 | $73,247 | not reported in the loaded dataset |
| Atlas Healthcare Partners, LLC | Atlas Healthcare Partners 401(K) Plan | 2023 | $71,915 | not reported in the loaded dataset |
| Waterton Associates | Waterton 401(K) Profit Sharing Plan | 2023 | $71,731 | not reported in the loaded dataset |
| Winxnet, LLC | Winxnet 401(K) Plan | 2023 | $71,618 | not reported in the loaded dataset |
| Anderson Healthcare | Anderson Healthcare 403b Plan | 2023 | $0 | $71,376 |
| Service Express, LLC | Service Express, LLC 401(K) Plan | 2023 | $71,297 | $0 |
| Range Resources Corporation | Range Resources Corporation 401(K) Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Choice Hotels International, Inc. | Choice Hotels International, Inc. Retirement Savings And Investment Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Us Radiology Specialists, Inc. | Us Radiology 401(K) Retirement Plan | 2023 | $69,466 | not reported in the loaded dataset |
Related Form 5500 pages
- Savewisetm Pooled Employer Plan (plan 016)
- Newport Group, Inc. — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Fidelity Building Services Group 401(K) (plan 001)
- Bisgp — all reported plans
- Us Radiology Physician Practice 401(K) Retirement Plan (plan 001)
- Us Radiology Specialists, Inc. — all reported plans
- Great Plains Manufacturing Inc. Profit Sharing 401(K) Plan (plan 001)
- Great Plains Manufacturing, Incorporated — all reported plans
- Hearthside Food Solutions 401(K) Plan (plan 004)
- Hearthside Food Solutions, LLC — all reported plans
- Southeastern Grocers 401(K) Savings Plan (plan 001)
- Southeastern Grocers LLC — all reported plans
- Axia Women'S Health 401(K) Profit Sharing Plan (plan 002)
- Regional Women'S Health Group, LLC — all reported plans
- Lisi Companies 401(K) Plan (plan 005)
- Lisi Holding North America, Inc. — all reported plans
- Anesthesia Associates Of Kansas City, P.A. 401(K) Profit Sharing Plan (plan 001)
- Anesthesia Associates Of Kansas City, P.A. — all reported plans
- The Stepping Stones Group Retirement Plan (plan 001)
- Stepping Stones Healthcare Services, LLC — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Citco Technology Management, Inc. 401(K) Retirement Plan (plan 001)
- Citco Technology Management, Inc. — all reported plans
- Zhi 401(K) Retirement Savings Plan (plan 004)
- Zachry Holdings, Inc. — all reported plans
- Atlantic Power Services 401(K) And Profit Sharing Plan (plan 001)
- Atlantic Power Services, LLC — all reported plans
- Adviser Compliance Associates, LLC Dba Aca Group 401(K) Plan (plan 001)
- Adviser Compliance Associates, LLC Dba Aca Group — all reported plans
- Bruker 401(K) Plan (plan 001)
- Bruker Corporation — all reported plans
- Confluent Health, LLC 401(K) Profit Sharing Plan (plan 001)
- Confluent Health, LLC — all reported plans
- Aeg Vision 401(K) Plan (plan 001)
- Acuity Eyecare Holdings, LLC — all reported plans
- Lakewood Health System 401(K) Plan (plan 002)
- Lakewood Health System — all reported plans
- Global Medical Response, Inc. 401(K) Plan (plan 001)
- Global Medical Response, Inc. — all reported plans
- Black & Veatch Retirement Program (plan 002)
- Black & Veatch Holding Company — all reported plans
- Pacific Rim Mechanical Contractors, Inc. 401(K) Plan (plan 001)
- Pacific Rim Mechanical Contractors, Inc. — all reported plans
- Eriks North America Retirement Savings Plan (plan 002)
- Eriks Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources