Creative Planning Holdco 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 Holdco LLC is reported as a service provider on 77 loaded Form 5500 filing(s) across 75 plan sponsor(s) and 76 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,484,588 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $3,484,588
- Reported indirect compensation
- $0
- Total reported compensation
- $3,484,588
- Filings
- 77
- Plan sponsors
- 75
- Plans
- 76
- 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 |
|---|---|---|---|
| Hntb Holdings Ltd. | MO | 2 | $270,280 |
| Merieux Nutrisciences Corporation | IL | 1 | $170,546 |
| Verdantas LLC | OH | 1 | $137,235 |
| Bi Rite Restaurant Supply Co., Inc. | CA | 1 | $116,924 |
| Stellant Systems, Inc. | CA | 1 | $116,667 |
| Shermco Industries, Inc. | TX | 1 | $96,007 |
| Horizon Services, LLC | DE | 1 | $85,000 |
| Waterfield Technologies | OK | 1 | $81,617 |
| Hdr, Inc. | NE | 1 | $80,000 |
| Hc Salon Holdings, Inc. | VA | 1 | $77,179 |
State footprint
Plans reporting Creative Planning Holdco LLC are sponsored in CA (12), IL (7), TX (6), WI (6), NE (4), MN (4), CO (4), VA (4), FL (3), MO (3), PA (3), GA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Hntb Holdings Ltd. | Hntb Retirement And Savings Plan | 2023 | $206,076 | not reported in the loaded dataset |
| Merieux Nutrisciences Corporation | Merieux Nutrisciences & Subsidiaries Retirement Plan | 2023 | $170,546 | not reported in the loaded dataset |
| Verdantas LLC | Verdantas LLC Retirement Plan | 2023 | $137,235 | $0 |
| Bi Rite Restaurant Supply Co., Inc. | Bi Rite Restaurant Supply Co., Inc. 401(K) Plan | 2023 | $116,924 | not reported in the loaded dataset |
| Stellant Systems, Inc. | Electron Devices Bargained Plan | 2023 | $116,667 | not reported in the loaded dataset |
| Shermco Industries, Inc. | Shermco Industries, Inc. 401(K) Plan | 2023 | $96,007 | not reported in the loaded dataset |
| Horizon Services, LLC | Horizon Services LLC 401(K) Plan | 2023 | $85,000 | $0 |
| Waterfield Technologies | Waterfield Technologies 401(K) Plan | 2023 | $81,617 | $0 |
| Hdr, Inc. | Hdr, Inc. Best Plan And Esop | 2023 | $80,000 | not reported in the loaded dataset |
| Hc Salon Holdings, Inc. | Hc Salon Holdings 401(K) Plan | 2023 | $77,179 | $0 |
| Quest Software Inc. | Quest Software Inc. 401(K) Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Compass Minerals International, Inc. | Compass Minerals International, Inc. 401(K) Savings Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Voyant Beauty, LLC | Voyant Beauty, LLC 401(K) Plan | 2023 | $74,056 | not reported in the loaded dataset |
| Genus | Genus 401(K) Plan | 2023 | $65,000 | $0 |
| Hntb Holdings Ltd. | Hntb Ownership Plan | 2023 | $64,204 | not reported in the loaded dataset |
| Vse Corporation | Vse Corporation 401k Plan | 2023 | $64,000 | not reported in the loaded dataset |
| Medical Information Technology, Inc | Medical Information Technology, Inc. 401(K) Plan | 2023 | $63,895 | not reported in the loaded dataset |
| Inmarsat Government, Inc. | Inmarsat Government, Inc.401(K) Plan | 2023 | $62,689 | $0 |
| Novus Ag, LLC | Novus Ag, LLC 401(K) Plan | 2023 | $59,964 | $0 |
| Spirit Realty Capital, Inc. | Spirit Realty Capital, Inc. 401(K) Plan | 2023 | $59,527 | $0 |
| Als Group Usa, Corp. | Als Group Usa 401(K) Plan | 2023 | $59,250 | not reported in the loaded dataset |
| Corporate Travel Management North America, Inc. | Ctm North America 401(K) Plan | 2023 | $58,699 | not reported in the loaded dataset |
| Skender Group, LLC | Skender Group, LLC 401(K) Profit Sharing Plan | 2023 | $58,350 | $0 |
| Pantheon Freedom, Inc. | Freedom Financial Network 401(K) Plan | 2023 | $57,759 | $0 |
| Konica Minolta Business Solutions U.S.A., Inc. | Konica Minolta 401(K) Plan | 2023 | $52,500 | not reported in the loaded dataset |
| Black & Veatch Holding Company | Black & Veatch Retirement Program | 2023 | $51,938 | not reported in the loaded dataset |
| Summit Orthopedics, Ltd. | Summit Orthopedics, Ltd. 401(K) Profit Sharing Plan | 2023 | $51,903 | not reported in the loaded dataset |
| Trelleborg Corporation | Trelleborg Corporation Savings Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Duckhorn Wine Company | Duckhorn Wine Company 401(K) Plan | 2023 | $48,750 | not reported in the loaded dataset |
| Frontier Technology, LLC | The Frontier Technology 401k Plan | 2023 | $46,905 | $0 |
| Gold Star Foods | Gold Star Foods 401(K) Retirement Savings Plan | 2023 | $42,529 | $0 |
| Astro Aluminum Treating Co., Inc | Astro Aluminum Treating Co., Inc 401(K) Plan | 2023 | $41,687 | $0 |
| Priority Fulfillment Services | Priority Fulfillment Services, Inc. Retirement Plan | 2023 | $41,260 | $0 |
| Grass Valley Usa, LLC | Grass Valley 401k Plan | 2023 | $40,830 | $0 |
| Grubhub Holdings Inc. | Grubhub, Inc. 401(K) Retirement Plan | 2023 | $39,019 | not reported in the loaded dataset |
| Medix Staffing Solutions, Inc. | Medix Staffing Solutions, Inc. 401(K) Plan | 2023 | $37,223 | $0 |
| Abacus Dermatology Management | Skin And Aesthetic Centers 401(K) Plan | 2023 | $35,373 | not reported in the loaded dataset |
| Appen Ai Inc | Appen Ai Inc Retirement Plan | 2023 | $34,887 | $0 |
| Maximus, Inc. | Maximus, Inc. 401(K) Plan | 2023 | $32,500 | not reported in the loaded dataset |
| Dallas-Pwd, LLC | Dfw / West Texas 401(K) | 2023 | $32,384 | not reported in the loaded dataset |
| Horicon Bank | Horicon Bank Profit Sharing And Employee Stock Ownership Plan | 2023 | $31,676 | not reported in the loaded dataset |
| Hersha Hospitality Management, L.P. | The Hersha Hospitality Management 401(K) Plan | 2023 | $31,518 | not reported in the loaded dataset |
| Oneida Esc Group, LLC | Oneida Esc Group, LLC 401(K) Profit Sharing Plan | 2023 | $31,408 | not reported in the loaded dataset |
| Data Systems, Inc. | Data Systems, Inc. Profit Sharing Plan And Trust | 2023 | $30,917 | not reported in the loaded dataset |
| United Bankers Bancorporation, Inc. | United Bankers' Bancorporation, Inc. 401(K) Savings Plan | 2023 | $30,900 | not reported in the loaded dataset |
| Hdnet, LLC | Hdnet, LLC 401(K) Profit Sharing Plan | 2023 | $30,033 | $0 |
| Boro Developers, Inc. | Boro Developers, Inc. Retirement Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Grande Cheese Company | Grande Associates Asset Accumulation Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Alta Planning + Design, Inc. | Alta Planning + Design, Inc. 401(K) Profit Sharing Plan | 2023 | $29,864 | not reported in the loaded dataset |
| Asc Ortho Management Company, LLC | Aligned Orthopedic Partners 401(K) Plan | 2023 | $29,497 | not reported in the loaded dataset |
Related Form 5500 pages
- Hntb Retirement And Savings Plan (plan 002)
- Hntb Holdings Ltd. — all reported plans
- Merieux Nutrisciences & Subsidiaries Retirement Plan (plan 001)
- Merieux Nutrisciences Corporation — all reported plans
- Verdantas LLC Retirement Plan (plan 001)
- Verdantas LLC — all reported plans
- Bi Rite Restaurant Supply Co., Inc. 401(K) Plan (plan 001)
- Bi Rite Restaurant Supply Co., Inc. — all reported plans
- Electron Devices Bargained Plan (plan 001)
- Stellant Systems, Inc. — all reported plans
- Shermco Industries, Inc. 401(K) Plan (plan 001)
- Shermco Industries, Inc. — all reported plans
- Horizon Services LLC 401(K) Plan (plan 001)
- Horizon Services, LLC — all reported plans
- Waterfield Technologies 401(K) Plan (plan 001)
- Waterfield Technologies — all reported plans
- Hdr, Inc. Best Plan And Esop (plan 007)
- Hdr, Inc. — all reported plans
- Hc Salon Holdings 401(K) Plan (plan 001)
- Hc Salon Holdings, Inc. — all reported plans
- Quest Software Inc. 401(K) Plan (plan 003)
- Quest Software Inc. — all reported plans
- Compass Minerals International, Inc. 401(K) Savings Plan (plan 001)
- Compass Minerals International, Inc. — all reported plans
- Voyant Beauty, LLC 401(K) Plan (plan 001)
- Voyant Beauty, LLC — all reported plans
- Genus 401(K) Plan (plan 001)
- Genus — all reported plans
- Hntb Ownership Plan (plan 003)
- Vse Corporation 401k Plan (plan 003)
- Vse Corporation — all reported plans
- Medical Information Technology, Inc. 401(K) Plan (plan 005)
- Medical Information Technology, Inc — all reported plans
- Inmarsat Government, Inc.401(K) Plan (plan 001)
- Inmarsat Government, Inc. — all reported plans
- Novus Ag, LLC 401(K) Plan (plan 001)
- Novus Ag, LLC — all reported plans
- Spirit Realty Capital, Inc. 401(K) Plan (plan 001)
- Spirit Realty Capital, Inc. — all reported plans
- Als Group Usa 401(K) Plan (plan 001)
- Als Group Usa, Corp. — all reported plans
- Ctm North America 401(K) Plan (plan 002)
- Corporate Travel Management North America, Inc. — all reported plans
- Skender Group, LLC 401(K) Profit Sharing Plan (plan 001)
- Skender Group, LLC — all reported plans
- Freedom Financial Network 401(K) Plan (plan 001)
- Pantheon Freedom, Inc. — all reported plans
- Konica Minolta 401(K) Plan (plan 003)
- Konica Minolta Business Solutions U.S.A., Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources