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Benefits Intelligence/Broker Directory/Ohio

Creative Retirement Systems, Inc.

Cincinnati, OH

Creative Retirement Systems, Inc. of Cincinnati, OH is the broker of record on 40 Form 5500 Schedule A filings covering 38 employer benefit plans across 8 states, with $23,127 in reported broker commissions (plan year 2025).

Employer clients
38
distinct plan sponsors
Schedule A filings
40
States served
8
Reported commissions
$23,127
plan year 2025
Reported fees
$181,796

Employer clients

Plan sponsors naming Creative Retirement Systems, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Health Care Management GroupOH8702024-12-31
Vdv Management Company, LLCSC6182024-12-31
Holowicki Enterprises Dba McdonaldsOH5322024-12-31
35 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.