Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Creative Planning LLC
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 LLC is named as a service provider on the Schedule C of 699 retirement plans with 100 or more participants for plan year 2024, covering 1,450,741 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $28.6M. Per plan, the median was $54.02 per participant, with the middle half of plans between $24.12 and $106. 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 (90), Texas (86) and California (55).
In 2021 it appeared on 7 such filings; in 2024, 695. 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 | $24.12 | $54.02 | $106 |
| Compensation as a share of plan net assets | 0.04% | 0.11% | 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 |
|---|---|---|---|---|---|
| Successwise Pooled Employer Plan | Plan Professionals, LLC | NJ | 77,246 | $1.47B | $20K |
| Maximus, Inc. 401(k) Plan | Maximus, Inc. | VA | 44,037 | $913M | $49K |
| Dave & Buster's 401(k) Savings Plan | Dave & Buster's, Inc. | TX | 42,611 | $74.5M | $30K |
| Global Medical Response, Inc. 401(k) Plan | Global Medical Response, Inc. | CO | 38,236 | $1.75B | $96K |
| One Elara Retirement Plan | BW NHHC Holdco Inc., DBA Elara Caring | TX | 33,307 | $186M | $23K |
| Science Applications International Corporation Retirement Plan | Science Applications International Corporation | VA | 32,258 | $5.42B | $91K |
| Southeastern Grocers 401(k) Savings Plan | Southeastern Grocers LLC | FL | 26,265 | $941M | $85K |
| Amsi 401(k) Plan | Amsi | FL | 25,510 | $380M | $80K |
| Rock Holdings & Associated Companies Savings Plan | Rock Holdings, Inc. | MI | 22,766 | $2.23B | $90K |
| Shaw Industries Group, Inc. Retirement Savings Plan | Shaw Industries Group, Inc. | GA | 19,575 | $1.74B | $87K |
| The Stepping Stones Group Retirement Plan | Stepping Stones Healthcare Services, LLC | MA | 18,716 | $104M | $259K |
| Buildwise | Plan Professionals, LLC | NJ | 16,629 | $650M | $463K |
| HDR, Inc. Best Plan and ESOP | HDR, Inc. | NE | 16,282 | $7.70B | $80K |
| The Geo Save 401(k) Plan | The Geo Group, Inc. | FL | 15,776 | $276M | $54K |
| Wellpath 401(k) Plan | Wellpath Holdings, Inc. | TN | 15,297 | $286M | $53K |
| Methodist Health System 403(b) Plan | Methodist Hospitals of Dallas | TX | 14,248 | $759M | $57K |
| Save Mart Companies Retirement Savings Plan | The Save Mart Companies | CA | 14,031 | $993M | $95K |
| Enhabit Home Health & Hospice 401(k) Plan | Advanced Homecare Management, LLC DBA Enhabit Home Health & Hospice | TX | 12,584 | $292M | $57K |
| Hendrick Automotive Group 401(k) Plan | Hendrick Automotive Group, LLC | NC | 12,158 | $757M | $65K |
| Adapthealth 401(k) Profit Sharing Plan and Trust | Adapthealth, LLC | PA | 11,658 | $159M | $78K |
| Crash Champions 401(k) Plan | Crash Champions, LLC | TX | 11,641 | $253M | $75K |
| Ace Retail Savings Plan 401(k) | Ace Hardware Corporation | IL | 11,052 | $188M | $123K |
| Hearthside Food Solutions 401(k) Plan | Hearthside Food Solutions LLC | IL | 10,893 | $280M | $136K |
| Pathway Vet Alliance LLC 401(k) Plan | Pathway Vet Alliance LLC | TX | 10,798 | $207M | $65K |
| Ace Hardware Corporation 401(k) Savings and Retirement Plan | Ace Hardware Corporation | IL | 10,783 | $1.15B | $31K |
| Black & Veatch Retirement Program | BVH, Inc. | KS | 10,517 | $3.04B | $69K |
| Beacon Mobility Transportation Employee Retirement Plan | Beacon Mobility Corp. | OH | 10,183 | $89.4M | $78K |
| Southeastern Freight Lines Retirement Savings Program | Southeastern Freight Lines, Inc. | SC | 10,082 | $1.16B | $13K |
| Thrivewise Pooled Employer Plan | Principal Life Insurance Company | IA | 9,840 | $997M | $0 |
| Hellofresh 401(k) Retirement Savings Plan | Grocery Delivery E-Services, Inc. | NY | 9,451 | $106M | $45K |
| KBP Brands 401(k) Plan | KBP Brands, LLC | KS | 9,336 | $18.7M | $0 |
| Eyecare Partners 401(k) Plan | Clarkson Eyecare, Inc. | MO | 9,294 | $512M | $141K |
| U.S. Renal Care, Inc. Profit Sharing Plan | U.S. Renal Care, Inc. | TX | 9,126 | $340M | $78K |
| Lockton, Inc. 401(k) Plan | Lockton, Inc. | MO | 8,772 | $1.40B | $0 |
| HNTB Ownership Plan | HNTB Holdings Ltd. | MO | 8,663 | $2.18B | $79K |
| Epiq 401(k) Retirement Plan | Document Technologies, LLC | GA | 8,631 | $319M | $68K |
| Midwest Veterinary Partners 401(k) Plan | Midwest Veterinary Partners. LLC | MI | 8,516 | $165M | $0 |
| HNTB Retirement and Savings Plan | HNTB Holdings Ltd. | MO | 8,421 | $623M | $231K |
| Republic Airways Holdings Inc. 401(k) Plan | Republic Airways Holdings Inc. | IN | 8,136 | $578M | $74K |
| Esa Management, LLC 401(k) Plan | Esa Management, LLC | NC | 8,096 | $80.9M | $45K |
Questions and answers
How many plans does Creative Planning LLC serve?
699 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 LLC?
The median plan reported $54.02 per participant in direct and indirect compensation (598 plans reporting an amount), or 0.11% 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) (414 plans), Investment advisory (participants) (156 plans), Consulting (general) (54 plans) and Investment management (46 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.