Who uses Creative Planning LLC?

1,234 retirement plans list Creative Planning LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Apple Inc., Delta Air Lines, Inc., United Airlines, Inc. and Southwest Airlines Company. Most client plans are sponsored in IL, TX and CA.

How many plans does Creative Planning LLC serve?

Creative Planning LLC serves 1,234 retirement plans with $377.3B in plan assets and 3,361,080 participants, based on the latest Form 5500 filings through 2024.

What does Creative Planning LLC charge?

Plans reported $64.9M in total Schedule C compensation paid to Creative Planning LLC. The median plan paid $40K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Creative Planning LLC

Matched across 68 name variants in the filings

Creative Planning LLC summary

Creative Planning LLC appears on 1,234 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $377.3B in assets for 3,361,080 participants. The median client plan holds $40.5M. Most client plans are sponsored in IL, TX and CA. The largest clients by plan assets are Apple Inc., Delta Air Lines, Inc. and United Airlines, Inc.. Plans reported $64.9M in direct and indirect compensation paid to Creative Planning LLC. The median is $40K per plan.

Participants: 3,361,080
Median plan assets: $40.5M
Median plan participants: 600
Median fees per plan: $40K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Apple Inc.	CA	$30.8B	147,655
Delta Air Lines, Inc., plan 004	GA	$22.3B	111,578
United Airlines, Inc.	IL	$19.4B	21,233
Delta Air Lines, Inc., plan 014	GA	$18.3B	17,720
Southwest Airlines Company	TX	$13.7B	12,991
The Permanente Medical Group, Inc.	CA	$11.6B	30,265
The Charles Schwab Corporation	TX	$10.7B	44,603
Southern California Permanente Medical Group, plan 008	CA	$9.2B	12,823
HDR, Inc.	NE	$8.8B	17,345
Intermountain Health Care, Inc.	UT	$8.0B	87,660
Southern California Permanente Medical Group, plan 009	CA	$7.8B	23,948
Science Applications International Corporation	VA	$6.0B	32,021
Indiana University Health Inc.	IN	$5.3B	53,786
Intuit Inc.	CA	$4.2B	41,891
BVH, Inc.	KS	$3.6B	11,043
Latham & Watkins LLP	CA	$3.6B	8,625
Peter Kiewit Sons, Inc.	NE	$3.4B	32,312
U.S. Anesthesia Partners, Inc	TX	$3.3B	7,706
The Medical College of Wisconsin, Inc.	WI	$3.0B	10,093
Rocket Limited Partnership	MI	$2.9B	31,197
Netjets Aviation, Inc.	OH	$2.9B	4,711
Comerica Incorporated	TX	$2.7B	14,456
Norton Healthcare, Inc.	KY	$2.7B	26,862
HNTB Holdings Ltd.	MO	$2.6B	9,058
Plan Professionals, LLC	NJ	$2.5B	67,925

Apple Inc.$30.8B
CAParticipants 147,655
Delta Air Lines, Inc., plan 004$22.3B
GAParticipants 111,578
United Airlines, Inc.$19.4B
ILParticipants 21,233
Delta Air Lines, Inc., plan 014$18.3B
GAParticipants 17,720
Southwest Airlines Company$13.7B
TXParticipants 12,991
The Permanente Medical Group, Inc.$11.6B
CAParticipants 30,265
The Charles Schwab Corporation$10.7B
TXParticipants 44,603
Southern California Permanente Medical Group, plan 008$9.2B
CAParticipants 12,823
HDR, Inc.$8.8B
NEParticipants 17,345
Intermountain Health Care, Inc.$8.0B
UTParticipants 87,660
Southern California Permanente Medical Group, plan 009$7.8B
CAParticipants 23,948
Science Applications International Corporation$6.0B
VAParticipants 32,021
Indiana University Health Inc.$5.3B
INParticipants 53,786
Intuit Inc.$4.2B
CAParticipants 41,891
BVH, Inc.$3.6B
KSParticipants 11,043
Latham & Watkins LLP$3.6B
CAParticipants 8,625
Peter Kiewit Sons, Inc.$3.4B
NEParticipants 32,312
U.S. Anesthesia Partners, Inc$3.3B
TXParticipants 7,706
The Medical College of Wisconsin, Inc.$3.0B
WIParticipants 10,093
Rocket Limited Partnership$2.9B
MIParticipants 31,197
Netjets Aviation, Inc.$2.9B
OHParticipants 4,711
Comerica Incorporated$2.7B
TXParticipants 14,456
Norton Healthcare, Inc.$2.7B
KYParticipants 26,862
HNTB Holdings Ltd.$2.6B
MOParticipants 9,058
Plan Professionals, LLC$2.5B
NJParticipants 67,925

Top client states

IL157 plans
TX153 plans
CA90 plans
CO68 plans
MO63 plans

Frequently asked questions

Who uses Creative Planning LLC?: 1,234 retirement plans list Creative Planning LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Apple Inc., Delta Air Lines, Inc., United Airlines, Inc. and Southwest Airlines Company. Most client plans are sponsored in IL, TX and CA.
How many plans does Creative Planning LLC serve?: Creative Planning LLC serves 1,234 retirement plans with $377.3B in plan assets and 3,361,080 participants, based on the latest Form 5500 filings through 2024.
What does Creative Planning LLC charge?: Plans reported $64.9M in total Schedule C compensation paid to Creative Planning LLC. The median plan paid $40K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served1,234+355 YoYRank #23 of mapped providers

Assets under administration$377.3B0.3%Rank #40 by share of filed assets

Fees received$65MMedian $40,252/planSum across Schedule C direct + indirect

Net wins YoY+211335 won - 124 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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5-year plans-served trajectory
Customer-base shape
Median fees per service
Competitor overlap
Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Creative Planning as recordkeeper and list their funds in their filing.

Plans

$903M in funds

In collective trusts

11%

average plan

In Creative Planning funds

average plan

In index funds

34%

average plan

Top managers in these lineups

Manager	Plans
Fidelity (FMR)	23
Vanguard	20
JPMorgan	10
Franklin Templeton	10
Capital Group	9

Target-date series

Series	Plans
Vanguard Target Retirement	13
T. Rowe Price Retirement	5
American Funds Target Date	3
Fidelity Freedom	1
Fidelity Freedom Index	1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.