Plans listing this provider
337
0.60% of the 56,420 plans with Schedule H financials; 316 in 2023
Providers › Creative Planning, Inc.
Creative Planning, Inc.
- Service provider, as named on Schedule C
- EIN 431270780
- Plan year 2024
- Direct compensation reported $13,279,732
Assets of those plans
$209,262,561,915
2.69% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$13,279,732
73% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 244 |
| 50 | Direct payment from the plan | 148 |
| 99 | Other fees | 105 |
| 26 | Investment advisory (participants) | 93 |
| 51 | Investment management fees paid directly by plan | 29 |
| 28 | Investment management | 22 |
| 16 | Consulting (general) | 17 |
| 72 | Other investment fees and expenses | 14 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Apple 401(k) Plan | Apple | $24,714,519,387 | 143,849 | $10,222 |
| Delta 401(k) Retirement Plan | Delta Air Lines | $18,985,170,319 | 107,760 | $23,919 |
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $757,292 |
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $379,051 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $95,532 |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health | $10,487,791,739 | 100,747 | $14,857 |
| The Permanente Medical Group, Inc. Salary Deferral Plan | Permanente Medical Group | $9,882,460,618 | 28,964 | $8,293 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $130,966 |
| HDR, Inc. Best Plan and ESOP | HDR | $7,698,378,085 | 15,939 | $8,793 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $29,896 |
| IU Health 401(k) Savings Plan | Indiana University Health | $4,481,656,061 | 50,764 | $8,288 |
| The Caci Smart Plan | CACI International Inc 12021 Sunset Hills Road Reston VA 20190 | $3,884,360,000 | 25,842 | $18,711 |
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins | $3,071,147,941 | 8,020 | $10,811 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $91,633 |
| U.S. Anesthesia Partners, Inc. 401(k) Plan | U.S. Anesthesia Partners | $2,828,979,535 | 7,447 | $19,345 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $27,202 |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $7,499 |
| The Mathworks 401(k) Retirement Plan | Mathworks | $1,798,430,908 | 5,108 | $7,327 |
| Teamhealth 401(k) Plan | Ameriteam Services | $1,798,253,817 | 18,360 | $9,449 |
| The SCI 401(k) Retirement Savings Plan | Service Corporation International | $1,753,628,148 | 26,303 | $15,640 |
| Pitney Bowes Inc. 401(k) Plan | Pitney Bowes | $1,737,241,018 | 12,248 | $16,130 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $17,849 |
| Greenberg Traurig 401(k) Plan | Greenberg Traurig | $1,642,062,595 | 5,454 | $5,302 |
| Successwise Pooled Employer Planrecordkeeper | Plan Professionals | $1,471,432,710 | 33,953 | $685,626 |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group | $1,469,819,796 | 2,248 | $27,405 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.