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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 37 Form 5500 Schedule A filings covering 37 employer benefit plans across 8 states, with $23,127 in reported broker commissions (plan year 2024).

Employer clients
37
distinct plan sponsors
Schedule A filings
37
States served
8
Reported commissions
$23,127
plan year 2024
Reported fees
$172,204

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
34 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.