Original filing (PDF)20250709111404NAL0002795363001

CREATIVE PLANNING LEGAL, P.A.

Name: CREATIVE PLANNING LEGAL, P.A. — CREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN, Form 5500 (2024)
Creator: CREATIVE PLANNING LEGAL, P.A.

Form 5500-SF

FILING_RECEIVED

CREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN

401(k) retirement plan

Active participants

101

Accounts w/ balance

112

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

Plan health score

/ 100

Grade B

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE PLANNING LEGAL, P.A..

Plan sponsor

Name

CREATIVE PLANNING LEGAL, P.A.

EIN

43-1807084