Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Creative Planning
Creative Planning
- Service provider, as named on Schedule C
- EIN 455091060
- Plan year 2024
- Direct compensation reported $956,638
Assets of those plans
$330,755,685
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$956,638
100% 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) | 17 |
| 26 | Investment advisory (participants) | 6 |
| 28 | Investment management | 6 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Northern Colorado Anesthesia Professionals, PLLC 401(k) Plan | Northern Colorado Anesthesia Professionals | $66,782,655 | 131 | $187,607 |
| Baker Sterchi Cowden and Rice LLC 401(k) Savings Plan | Baker Sterchi Cowden and Rice | $44,265,931 | 269 | $80,316 |
| Fort Collins Radiologic Associates, P. C. Profit Sharing Plan | Fort Collins Radiologic Associates | $36,598,346 | 118 | $23,491 |
| Command Holdings 401(k) Plan | Command Holdings a Pequot | $21,761,017 | 451 | $101,007 |
| Prosoco, Inc. 401(k) Profit Sharing Plan & Trust | Prosoco | $21,438,818 | 159 | $82,692 |
| Ring & Pinion Service Inc. 401(k) Profit Sharing Plan and Trust | Ring & Pinion Service | $19,386,609 | 627 | $90,378 |
| L. G. Roloff Construction Co. , Inc. Profit Sharing & 401(k) Plan | L. G. Roloff Construction | $18,488,660 | 144 | $86,746 |
| Dugan Production Corp. 401(k) Profit Sharing Plan and Trust | Dugan Production | $16,619,756 | 193 | $58,763 |
| Manildra Milling Corporation Retirement Plan | Manildra Milling | $14,158,374 | 124 | $28,639 |
| Rhoden Motor Companies 401(k) Plan | Advanced Motorcars Inc. DBA Acura of Omaha | $13,724,640 | 123 | $61,111 |
| First Baird Bancshares, Inc. 401(k) Profit Sharing Plan | First Baird Bancshares | $12,956,565 | 222 | $17,028 |
| Molle Automotive 401(k) Plan | Sarann Auto Leasing | $9,766,475 | 131 | $24,985 |
| Red Devil Employee Profit Sharing and Thrift Plan | Red Devil | $8,631,845 | 94 | $10,385 |
| RBC Development, LLC Safe Harbor 401(k) Plan | RBC Development | $8,278,402 | 139 | $33,715 |
| Homer's Tree-mendous 401(k) Plan and Trust | Homer Management | $7,434,569 | 101 | $23,734 |
| Kids TLC, Inc. Retirement Plan | Kids TLC | $6,133,767 | 190 | $20,908 |
| Old World Spices & Seasonings, LLC 401(k) Profit Sharing Plan | Old World Spices & Seasonings | $4,329,256 | 128 | $25,133 |
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.