How big is The Creative Planners Group, Ltd.'s plan?

The Creative Planners Group, Ltd.'s plan reported $5.8M in assets and 4 participants for 2023.

Original filing (PDF)20250912235347NAL0001658433001

The Creative Planners Group, Ltd.

Name: The Creative Planners Group, Ltd. — The Creative, Form 5500 (2023)
Creator: The Creative Planners Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Creative Planners Group, Ltd. Pension Plan

Defined-benefit pension plan · The Creative Planners Group, Ltd.'s The Creative Planners Group, Ltd. Pension Plan held $5.8M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

The Creative Planners Group, Ltd.'s EIN is 13-3490936.

EIN 13-3490936

Plan number 001

Plan year 2023

ACK ID 20250912235347NAL0001658433001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Creative Planners Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Creative Planners Group, Ltd.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CREATIVE PLANNERS GROUP, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off