Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Creative Planning Holdco LLC DBA CR
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Creative Planning Holdco LLC DBA CR is named as a service provider on the Schedule C of 52 retirement plans with 100 or more participants for plan year 2024, covering 137,847 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.3M. Per plan, the median was $42.76 per participant, with the middle half of plans between $16.87 and $102. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Illinois (10), Texas (8) and Minnesota (5).
In 2021 it appeared on 5 such filings; in 2024, 51. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $16.87 | $42.76 | $102 |
| Compensation as a share of plan net assets | 0.03% | 0.08% | 0.20% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Sally Beauty 401(k) and Profit Sharing Plan | Sally Beauty Holdings, Inc. | TX | 20,376 | $294M | $39K |
| Tpusa 401(k) Plan | Tpusa, Inc. | UT | 16,042 | $87.1M | $75K |
| The Geo Save 401(k) Plan | The Geo Group, Inc. | FL | 15,776 | $276M | $18K |
| Bob Evans Restaurants, LLC 401(k) Retirement Plan | Bob Evans Restaurants, LLC | OH | 14,579 | $103M | $60K |
| Crate & Barrel Holdings, Inc. Retirement Savings Plan | Euromarket Designs, Inc. D.B.A. Crate & Barrel, CB2, and Hudson Grace | IL | 10,262 | $343M | $50K |
| Cadence Education LLC 401(k) Savings Plan | Cadence Education LLC | AZ | 8,711 | $20.9M | $25K |
| Konica Minolta 401(k) Plan | Konica Minolta Business Solutions U.S.A., Inc. | NJ | 7,987 | $1.15B | $105K |
| Medical Information Technology, Inc. 401(k) Plan | Medical Information Technology, Inc. | MA | 3,587 | $103M | $62K |
| Accordcare 401(k) Retirement Plan | Accordcare | GA | 3,454 | $1.8M | $175 |
| Innovetive Petcare 401(k) Profit Sharing Plan and Trust | Innovetive Petcare Holdings LLC | TX | 3,177 | $36.0M | $148K |
| Vse Corporation 401(k) Plan | Vse Corporation | FL | 3,081 | $136M | $60K |
| The Spectris Group Safe Harbor 401(k) Retirement Plan | Spectris, Inc. | MA | 2,526 | $273M | $93K |
| Readerlink Distribution Services, LLC Retirement Savings Plan | Readerlink Distribution Services, LLC | IL | 2,080 | $109M | $23K |
| Peak Utility Services Group, Inc. 401(k) Plan | Peak Utility Services Group, Inc. | CO | 2,006 | $31.7M | $40K |
| United Call Center Solutions, LLC 401(k) Plan | United Call Center Solutions, LLC | TX | 1,727 | $6.9M | $11K |
| Csi Retirement Plan | Computer Services, Inc. | KY | 1,702 | $247M | $104K |
| Craig Hospital Retirement Plan | Craig Hospital | CO | 1,648 | $162M | $49K |
| Hga 401(k) Savings Plan | Hammel, Green and Abrahamson, Inc. | MN | 1,571 | $260M | $61K |
| The Inland Group, LLC Savings Plan | The Inland Group, LLC | IL | 1,477 | $108M | $34K |
| The Carlstar Group LLC 401(k) Plan | The Carlstar Group LLC | TN | 1,473 | $68.9M | $23K |
| Allstar Services 401(k) Plan | Allstar Holdings, LLC | MN | 1,413 | $21.4M | $37K |
| Citco Technology Management, Inc. 401(k) Retirement Plan | Citco Technology Management, Inc. | FL | 1,212 | $271M | $46K |
| Mission Linen Supply Salary Savings Plan | Mission Linen Supply | CA | 1,176 | $72.8M | $78K |
| Horrocks Engineers 401(k) Plan | Horrocks Engineers, Inc. | UT | 1,142 | $72.9M | $135K |
| Amli Residential Properties 401(k) Plan | Amli Management Company | IL | 1,051 | $79.5M | $42K |
| Probo Medical, LLC 401(k) Plan | Probo Medical, LLC | FL | 646 | $35.8M | $49K |
| Jumpcloud, Inc. 401(k) Plan | Jumpcloud, Inc. | CO | 514 | $31.1M | $67K |
| Abercrombie & Kent USA, LLC 401(k) Savings & Benefit Plan | Abercrombie & Kent USA, LLC | IL | 473 | $33.6M | $60K |
| S.J. Louis Construction, Inc. Retirement Savings Plan | S. J. Louis Construction, Inc. | MN | 472 | $13.9M | $32K |
| Life Unlimited, Inc. 401(k) Plan | Life Unlimited, Inc. | MO | 439 | $4.9M | $20K |
| Felling Trailers, Inc. 401(k) Plan | Felling Trailers, Inc. | MN | 424 | $12.9M | $42K |
| Eah Inc. Retirement Plan | Eah Inc. | CA | 403 | $41.3M | $3,693 |
| Chicago Sun-Times Media Inc. 401(k) Plan | Chicago Sun-Times Media, Inc. | IL | 391 | $50.9M | $36K |
| Four Winds Interactive, LLC 401(k) Plan | Four Winds Interactive, LLC | CO | 383 | $22.7M | $55K |
| Chicago Fire FC 401(k) Plan | Chicago Fire Football Holdings, LLC | IL | 376 | $8.8M | $19K |
| Cme Associates 401(k) Profit Sharing Plan | Consulting & Municipal Engineers, LLP | NJ | 363 | $56.7M | $61K |
| Lanzatech Retirement Savings 401(k) Plan | Lanzatech, Inc. | IL | 353 | $28.0M | $13K |
| Simply Good Foods USA, Inc. 401(k) Profit Sharing Plan | Simply Good Foods USA, Inc. | CO | 350 | $36.9M | $74K |
| Fairfield County Bank Retirement Plan | Fairfield County Bank | CT | 335 | $82.4M | $5,000 |
| Alpha Source LLC 401(k) Plan | Alpha Source LLC | WI | 327 | $33.1M | $45K |
Questions and answers
How many plans does Creative Planning Holdco LLC DBA CR serve?
52 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Creative Planning Holdco LLC DBA CR?
The median plan reported $42.76 per participant in direct and indirect compensation (52 plans reporting an amount), or 0.08% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (50 plans) and Contract Administrator (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.