Creative Planning — 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 is reported as a service provider on 136 loaded Form 5500 filing(s) across 131 plan sponsor(s) and 135 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,175,805 and reported indirect compensation totals $201,629.
Reported compensation summary
- Reported direct compensation
- $7,175,805
- Reported indirect compensation
- $201,629
- Total reported compensation
- $7,377,434
- Filings
- 136
- Plan sponsors
- 131
- Plans
- 135
- 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 |
|---|---|---|---|
| Plan Professionals, LLC | NJ | 2 | $547,518 |
| Energy Transfer Lp | TX | 1 | $274,000 |
| Propharma Group | NC | 1 | $267,687 |
| Farmer Holding Company, Inc. | MO | 1 | $253,308 |
| Veolia Utility Resources, LLC | NJ | 1 | $193,182 |
| Suez Water Resources Inc. | NJ | 1 | $175,000 |
| Proampac Holdings Inc. | OH | 1 | $162,500 |
| Northern Colorado Anesthesia Professionals, Pllc | CO | 1 | $159,187 |
| Principal Life Insurance Company | IA | 1 | $156,301 |
| Cdm Investment Group, Inc. | NE | 1 | $153,367 |
State footprint
Plans reporting Creative Planning are sponsored in KS (15), TX (15), MO (14), CA (9), MD (8), IL (8), NJ (7), CO (6), VA (6), GA (5), LA (4), NE (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Plan Professionals, LLC | Buildwise | 2023 | $380,252 | not reported in the loaded dataset |
| Energy Transfer Lp | Energy Transfer Lp Master Trust | 2023 | $274,000 | not reported in the loaded dataset |
| Propharma Group | Propharma Group 401(K) Plan | 2023 | $267,687 | not reported in the loaded dataset |
| Farmer Holding Company, Inc. | Missouri Aggregates 401(K) Plan | 2023 | $253,308 | not reported in the loaded dataset |
| Veolia Utility Resources, LLC | Suez Water Resources LLC Retirement Plan | 2023 | $193,182 | not reported in the loaded dataset |
| Suez Water Resources Inc. | Suez Water Resources Inc. Pension Plans Master Trust | 2023 | $175,000 | not reported in the loaded dataset |
| Plan Professionals, LLC | Accruewise Pep | 2023 | $167,266 | not reported in the loaded dataset |
| Proampac Holdings Inc. | Proampac Retirement Plan | 2023 | $162,500 | not reported in the loaded dataset |
| Northern Colorado Anesthesia Professionals, Pllc | Northern Colorado Anesthesia Professionals, Pllc 401k Plan | 2023 | $159,187 | not reported in the loaded dataset |
| Principal Life Insurance Company | Thrivewise Pooled Employer Plan | 2023 | $141,375 | $14,926 |
| Cdm Investment Group, Inc. | Cdm Investment Group, Inc. 401(K) Savings Plan | 2023 | $153,367 | not reported in the loaded dataset |
| Cabinetworks Group, Inc. | Cabinetworks Group 401(K) Plan | 2023 | $150,000 | not reported in the loaded dataset |
| Hyland Software, Inc. | Hyland Software 401(K) Plan | 2023 | $141,691 | not reported in the loaded dataset |
| Kpa Services, LLC | Kpa Services, LLC 401(K) Plan | 2023 | $139,809 | not reported in the loaded dataset |
| Science Applications International Corporation | Science Applications International Corporation Retirement Plan | 2023 | $121,708 | not reported in the loaded dataset |
| Northwest Anesthesiology & Pain Services, P.A. | Northwest Anesthesiology & Pain Services, P. A. Salary Deferral Plan And Trust | 2023 | $104,629 | not reported in the loaded dataset |
| Ubeo, LLC | Ubeo LLC 401k Retirement Plan | 2023 | $102,932 | not reported in the loaded dataset |
| Haynsworth Sinkler Boyd, P.A. | Haynsworth Sinkler Boyd, P.A. 401(K) Plan | 2023 | $0 | $100,000 |
| Sioux Chief Manufacturing Company, Inc. | Sioux Chief 401(K) Profit Sharing Plan | 2023 | $82,888 | not reported in the loaded dataset |
| Aveanna Healthcare | Aveanna Healthcare 401(K) Plan | 2023 | $81,250 | not reported in the loaded dataset |
| New Dairy Opco LLC | Borden Dairy Retirement Savings Plan | 2023 | $81,250 | not reported in the loaded dataset |
| L. G. Roloff Construction Co., Inc. | L. G. Roloff Construction Co. , Inc. Profit Sharing & 401(K) Plan | 2023 | $74,413 | not reported in the loaded dataset |
| Kuecker Pulse Integration L.P. | Kpi 401(K) Retirement Plan | 2023 | $73,839 | not reported in the loaded dataset |
| Command Holdings, A Pequot Company | Command Holdings 401(K) Plan | 2023 | $73,207 | not reported in the loaded dataset |
| Prosoco, Inc. | Prosoco, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $73,201 | not reported in the loaded dataset |
| Osmose Utilities Services, Inc. | Osmose 401(K) Plan | 2023 | $72,500 | not reported in the loaded dataset |
| Veritas Management Group, LLC | Center 401(K) Plan | 2023 | $71,497 | not reported in the loaded dataset |
| Jacobson Holdings, Inc. | Jacobson Holdings, Inc. 401(K) Profit Sharing Plan | 2023 | $71,475 | not reported in the loaded dataset |
| Delta Air Lines, Inc. | Delta 401(K) Retirement Plan For Pilots | 2023 | $70,714 | not reported in the loaded dataset |
| Wellpath Holdings, Inc. | Wellpath 401(K) Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Landcare Usa, LLC | Landcare 401(K) Retirement Plan | 2023 | $68,587 | not reported in the loaded dataset |
| Lhoist North America, Inc. | Lhoist North America 401(K) Plan | 2023 | $68,000 | not reported in the loaded dataset |
| Supernus Pharmaceuticals, Inc. | Supernus Pharmaceuticals, Inc. 401(K) Profit Sharing Plan | 2023 | $67,500 | not reported in the loaded dataset |
| Q-Centrix LLC | Q-Centrix LLC 401(K) Profit Sharing Plan And Trust | 2023 | $67,197 | not reported in the loaded dataset |
| Tacenergy, LLC | Tac Retirement Plan | 2023 | $64,375 | not reported in the loaded dataset |
| Red Chamber Group Of Companies | Red Chamber Group Of Companies 401(K) Plan | 2023 | $64,345 | not reported in the loaded dataset |
| Ring & Pinion Service Inc. | Ring & Pinion Service Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $64,107 | not reported in the loaded dataset |
| Goppert Financial Corp. | Gfc Retirement Plan | 2023 | $64,018 | not reported in the loaded dataset |
| Vander-Bend Manufacturing, Inc. | Vander-Bend Retirement Plan | 2023 | $62,956 | not reported in the loaded dataset |
| Nidec Motor Corporation | Nidec Motor Corporation Employee Savings Investment Plan | 2023 | $62,500 | not reported in the loaded dataset |
| Ubeo West Region LLC | Ubeo West Region 401k Profit Sharing Plan | 2023 | $61,957 | not reported in the loaded dataset |
| Aptos, LLC | Aptos 401(K) Savings Plan | 2023 | $60,900 | not reported in the loaded dataset |
| Applewood Plumbing & Heating Company | Applewood Plumbing & Heating Company 401(K) Plan | 2023 | $60,870 | not reported in the loaded dataset |
| Comerica Incorporated | Comerica Incorporated Retirement Income Account Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Miles & Stockbridge P.C. | Miles & Stockbridge Retirement Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Advanced Motorcars, Inc. Dba Acura Of Omaha | Rhoden Motor Companies 401(K) Plan | 2023 | $54,680 | not reported in the loaded dataset |
| Worldwide Oilfield Machine, Inc. | Worldwide Oilfield Machine, Inc. 401(K) Plan | 2023 | $53,249 | not reported in the loaded dataset |
| Genesys Industrial Corporation | Genesys Industrial Corporation 401(K) Savings Plan | 2023 | $52,623 | not reported in the loaded dataset |
| Lantheus Medical Imaging, Inc. | Lantheus Medical Imaging, Inc. Retirement Savings Plan | 2023 | $52,144 | not reported in the loaded dataset |
| Rsa Security LLC | Rsa Security 401(K) Plan | 2023 | $51,638 | not reported in the loaded dataset |
Related Form 5500 pages
- Buildwise (plan 333)
- Plan Professionals, LLC — all reported plans
- Energy Transfer Lp Master Trust (plan 102)
- Energy Transfer Lp — all reported plans
- Propharma Group 401(K) Plan (plan 001)
- Propharma Group — all reported plans
- Missouri Aggregates 401(K) Plan (plan 005)
- Farmer Holding Company, Inc. — all reported plans
- Suez Water Resources LLC Retirement Plan (plan 002)
- Veolia Utility Resources, LLC — all reported plans
- Suez Water Resources Inc. Pension Plans Master Trust (plan 110)
- Suez Water Resources Inc. — all reported plans
- Accruewise Pep (plan 334)
- Proampac Retirement Plan (plan 001)
- Proampac Holdings Inc. — all reported plans
- Northern Colorado Anesthesia Professionals, Pllc 401k Plan (plan 001)
- Northern Colorado Anesthesia Professionals, Pllc — all reported plans
- Thrivewise Pooled Employer Plan (plan 333)
- Principal Life Insurance Company — all reported plans
- Cdm Investment Group, Inc. 401(K) Savings Plan (plan 002)
- Cdm Investment Group, Inc. — all reported plans
- Cabinetworks Group 401(K) Plan (plan 001)
- Cabinetworks Group, Inc. — all reported plans
- Hyland Software 401(K) Plan (plan 001)
- Hyland Software, Inc. — all reported plans
- Kpa Services, LLC 401(K) Plan (plan 001)
- Kpa Services, LLC — all reported plans
- Science Applications International Corporation Retirement Plan (plan 001)
- Science Applications International Corporation — all reported plans
- Northwest Anesthesiology & Pain Services, P. A. Salary Deferral Plan And Trust (plan 002)
- Northwest Anesthesiology & Pain Services, P.A. — all reported plans
- Ubeo LLC 401k Retirement Plan (plan 001)
- Ubeo, LLC — all reported plans
- Haynsworth Sinkler Boyd, P.A. 401(K) Plan (plan 001)
- Haynsworth Sinkler Boyd, P.A. — all reported plans
- Sioux Chief 401(K) Profit Sharing Plan (plan 001)
- Sioux Chief Manufacturing Company, Inc. — all reported plans
- Aveanna Healthcare 401(K) Plan (plan 001)
- Aveanna Healthcare — all reported plans
- Borden Dairy Retirement Savings Plan (plan 001)
- New Dairy Opco LLC — all reported plans
- L. G. Roloff Construction Co. , Inc. Profit Sharing & 401(K) Plan (plan 002)
- L. G. Roloff Construction Co., Inc. — all reported plans
- Kpi 401(K) Retirement Plan (plan 001)
- Kuecker Pulse Integration L.P. — all reported plans
- Command Holdings 401(K) Plan (plan 001)
- Command Holdings, A Pequot Company — all reported plans
- Prosoco, Inc. 401(K) Profit Sharing Plan & Trust (plan 002)
- Prosoco, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources