Plans listing this provider
49
0.09% of the 56,420 plans with Schedule H financials; 36 in 2023
Providers › Creative Planning Holdco LLC DBA CR
Creative Planning Holdco LLC DBA CR
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $2,192,284
Assets of those plans
$4,919,847,852
0.06% 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
$2,192,284
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) | 48 |
| 99 | Other fees | 2 |
| 13 | Contract administrator | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Konica Minolta 401(k) Plan | Konica Minolta Business Solutions U.S.A. | $1,152,419,762 | 7,664 | $105,000 |
| Crate & Barrel Holdings, Inc. Retirement Savings Plan | Euromarket Designs Inc. D.B.A. Crate & Barrel CB2 and Hudson Grace | $343,436,081 | 9,107 | $50,000 |
| Sally Beauty 401(k) and Profit Sharing Plan | Sally Beauty Holdings | $294,094,895 | 5,528 | $38,500 |
| The GEO Save 401(k) Plan | GEO Group | $276,182,156 | 7,740 | $17,757 |
| The Spectris Group Safe Harbor 401(k) Retirement Plan | Spectris | $272,722,295 | 2,096 | $92,836 |
| Citco Technology Management, Inc. 401(k) Retirement Plan | Citco Technology Management | $271,150,997 | 1,121 | $45,742 |
| HGA 401(k) Savings Plan | Hammel Green and Abrahamson | $259,750,443 | 1,565 | $61,031 |
| CSI Retirement Plan | Computer Services | $246,551,565 | 1,666 | $104,161 |
| Craig Hospital Retirement Plan | Craig Hospital | $161,570,339 | 1,622 | $49,404 |
| VSE Corporation 401(k) Plan | VSE | $136,405,405 | 2,238 | $59,638 |
| Readerlink Distribution Services, LLC Retirement Savings Plan | Readerlink Distribution Services | $108,557,911 | 1,996 | $22,500 |
| The Inland Group, LLC Savings Plan | Inland Group | $108,469,471 | 1,357 | $34,400 |
| Medical Information Technology, Inc. 401(k) Plan | Medical Information Technology | $103,126,418 | 2,848 | $61,617 |
| Bob Evans Restaurants, LLC 401(k) Retirement Plan | Bob Evans Restaurants | $102,723,650 | 3,532 | $60,000 |
| Tpusa 401(k) Plan | Tpusa | $87,771,473 | 4,517 | $74,983 |
| Fairfield County Bank Incentive Retirement Plan | Fairfield County Bank | $82,387,753 | 329 | $5,000 |
| AMLI Residential Properties 401(k) Plan | AMLI Management | $79,519,009 | 1,037 | $42,497 |
| Horrocks Engineers 401(k) Plan | Horrocks Engineers | $72,931,830 | 1,110 | $134,863 |
| Mission Linen Supply Salary Savings Plan | Mission Linen Supply | $72,787,144 | 1,124 | $78,125 |
| The Carlstar Group LLC 401(k) Plan | Carlstar Group | $68,936,003 | 1,429 | $23,471 |
| CME Associates 401(k) Profit Sharing Plan | Consulting & Municipal Engineers | $56,669,842 | 346 | $61,209 |
| Chicago Sun-times Media Inc. 401(k) Plan | Chicago Sun-times Media | $50,919,111 | 375 | $36,000 |
| Neuco, Inc. 401(k) Plan | Neuco | $41,887,898 | 234 | $27,634 |
| Simply Good Foods USA, Inc. 401(k) Profit Sharing Plan | Simply Good Foods USA | $36,874,364 | 328 | $73,647 |
| Innovetive Petcare 401(k) Profit Sharing Plan and Trust | Innovetive Petcare Holdings | $36,004,130 | 3,040 | $148,088 |
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.