Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Creative Planning, Inc.
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.
For plan year 2024, 354 retirement plans with 100 or more participants reported paying Creative Planning, Inc. $5,000 or more. Those plans cover 1,547,980 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $18.8M. Per plan, the median was $52.27 per participant, with the middle half of plans between $12.44 and $112. 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 (47), Texas (36) and Missouri (29).
In 2010 it appeared on 5 such filings; in 2024, 357. 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 | $12.44 | $52.27 | $112 |
| Compensation as a share of plan net assets | 0.02% | 0.10% | 0.21% |
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 |
|---|---|---|---|---|---|
| Apple 401(k) Plan | Apple Inc. | CA | 145,428 | $24.7B | $10K |
| Delta 401(k) Retirement Plan | Delta Air Lines, Inc. | GA | 112,027 | $19.0B | $24K |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health, Inc. | WI | 103,145 | $10.5B | $15K |
| Successwise Pooled Employer Plan | Plan Professionals, LLC | NJ | 77,246 | $1.47B | $695K |
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | IN | 51,880 | $4.48B | $8,288 |
| Maximus, Inc. 401(k) Plan | Maximus, Inc. | VA | 44,037 | $913M | $16K |
| Schwabplan Retirement Savings and Investment Plan | The Charles Schwab Corporation | TX | 43,502 | $8.93B | $131K |
| J.B. Hunt Transport Services, Inc. Employee Retirement Plan | J.B. Hunt Transport Services, Inc. | AR | 38,485 | $1.41B | $46K |
| Johns Hopkins Health System Corporation 403(b) Plan | Johns Hopkins Health System Corporation | MD | 35,764 | $1.68B | $92K |
| One Elara Retirement Plan | BW NHHC Holdco Inc., DBA Elara Caring | TX | 33,307 | $186M | $12K |
| The Caci Smart Plan | Caci International, Inc. | VA | 33,177 | $3.88B | $19K |
| The Permanente Medical Group, Inc. Salary Deferral Plan | The Permanente Medical Group, Inc. | CA | 30,066 | $9.88B | $8,293 |
| The Sci 401(k) Retirement Savings Plan | Service Corporation Intl | TX | 27,861 | $1.75B | $16K |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | NY | 27,448 | $5.45B | $30K |
| Savewisetm Pooled Employer Plan | Newport Group, Inc. | CA | 26,638 | $431M | $747K |
| Norton Healthcare 403(b) Retirement Savings Plan | Norton Healthcare, Inc. | KY | 26,534 | $2.27B | $169K |
| Zhi 401(k) Retirement Savings Plan | Zachry Holdings, Inc. | TX | 20,947 | $1.00B | $75K |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | IL | 20,168 | $16.8B | $757K |
| Carle Foundation Hospital and Affiliates Matching Tsa Plan | Carle Foundation Hospital and Affiliates | IL | 18,886 | $1.37B | $6,495 |
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines, Inc. | GA | 17,776 | $15.9B | $379K |
| Buildwise | Plan Professionals, LLC | NJ | 16,629 | $650M | $37K |
| HDR, Inc. Best Plan and ESOP | HDR, Inc. | NE | 16,282 | $7.70B | $8,793 |
| Comerica Incorporated Retirement Income Account Plan | Comerica Incorporated | TX | 14,456 | $2.74B | $40K |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | TX | 13,086 | $11.6B | $96K |
| Elior, Inc. 401(k) Plan | Elior, Inc. | NC | 12,946 | $102M | $90K |
| Pitney Bowes Inc. 401(k) Plan | Pitney Bowes Inc. | CT | 12,907 | $1.74B | $16K |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | CA | 12,335 | $7.87B | $133K |
| The Hersha Hospitality Management 401(k) Plan | Hersha Hospitality Management, L.P. | PA | 12,224 | $73.5M | $43K |
| Black & Veatch Retirement Program | BVH, Inc. | KS | 10,517 | $3.04B | $92K |
| The Medical College of Wisconsin, Inc. Retirement Plan | The Medical College of Wisconsin, Inc. | WI | 9,960 | $2.60B | $27K |
| The Terracon 401(k) and ESOP Plan | TSVC, Inc. | KS | 9,868 | $1.04B | $11K |
| Thrivewise Pooled Employer Plan | Principal Life Insurance Company | IA | 9,840 | $997M | $791K |
| KBP Brands 401(k) Plan | KBP Brands, LLC | KS | 9,336 | $18.7M | $50K |
| Agiliti 401(k) | Agiliti Health, Inc. | MN | 8,967 | $302M | $60K |
| Lockton, Inc. 401(k) Plan | Lockton, Inc. | MO | 8,772 | $1.40B | $84K |
| Confluent Health, LLC 401(k) Profit Sharing Plan | Confluent Health, LLC | KY | 8,644 | $204M | $56K |
| Cabinetworks Group 401(k) Plan | Cabinetworks Group, Inc. | TX | 8,613 | $368M | $150K |
| Midwest Veterinary Partners 401(k) Plan | Midwest Veterinary Partners. LLC | MI | 8,516 | $165M | $111K |
| HNTB Retirement and Savings Plan | HNTB Holdings Ltd. | MO | 8,421 | $623M | $14K |
| Reliant Pro Rehab, LLC Retirement Plan | Reliant Pro Rehab, LLC | TX | 8,225 | $39.1M | $62K |
Questions and answers
How many plans does Creative Planning, Inc. serve?
354 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, Inc.?
The median plan reported $52.27 per participant in direct and indirect compensation (354 plans reporting an amount), or 0.10% 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) (255 plans), Investment advisory (participants) (87 plans), Investment management (25 plans) and Consulting (general) (20 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.