Megan Schmitz signed Creative Planning LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Planning LLC's EIN is 43-1270780.
Download the official 2024 Form 5500 (PDF) for Creative Planning LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $210K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LargeCap S&P 500 Index | Common Collective Trusts | — | — | $73.4M | 27.2% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $73.4M | 27.2% | |
| iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $35.0M | 13.0% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $23.9M | 8.8% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $14.9M | 5.5% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $14.1M | 5.2% | |
| Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $13.2M | 4.9% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $13.0M | 4.8% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $12.4M | 4.6% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $10.7M | 4.0% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $9.5M | 3.5% | |
| Vanguard Emerging Markets Stock Index Admiral Fund | Mutual Funds | — | — | $8.5M | 3.2% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $8.2M | 3.1% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $8.0M | 3.0% | |
| Vanguard Intermediate-Term Bond Index Admiral Fund | Mutual Funds | — | — | $4.2M | 1.5% | |
| Vanguard Cash Reserves Federal Money Market Admiral Fund | Mutual Funds | — | — | $3.7M | 1.4% | |
| Vanguard FTSE All-World Ex-US Small Cap Index Admiral Fund | Mutual Funds | — | — | $3.2M | 1.2% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $2.9M | 1.1% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $2.6M | 1.0% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $2.5M | 0.9% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $1.8M | 0.7% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $1.6M | 0.6% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $1.2M | 0.4% | |
| DFA Intermediate Government Fixed Income I Fund | Mutual Funds | — | — | $340K | 0.1% | |
| DFA Inflation-Protected Securities I Fund | Mutual Funds | — | — | $290K | 0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
