Creative Planning LLC (EIN 43-1270780) has filed 8 Form 5500 plans with the U.S. Department of Labor, covering $269.6M in plan assets and 4,522 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Creative Planning Companies Employer Retirement Contribution Plan | 001 | 2,243 | $269.6M |
| Creative Planning Group Long TERM Disability Plan | 507 | 0 | $0 |
| Creative Planning, LLC Health and Welfare Plan | 501 | 2,279 | $0 |
| Creative Planning Group Dental Plan | 504 | 0 | $0 |
| Creative Planning Group Flexible Spending Account Plan |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
43-1270780 is the Employer Identification Number (EIN) Creative Planning LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Kansas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 506 |
| 0 |
| $0 |
| Creative Planning Group Vision Plan | 505 | 0 | $0 |
| Creative Planning Group Health Plan | 503 | 0 | $0 |
| Creative Planning Group Life & AD&D Plans | 502 | 0 | $0 |
