How big is Creative Legacy Planning LLC's plan?

Creative Legacy Planning LLC's plan reported $35K in assets and 1 participants for 2025.

Original filing (PDF)20260504221410NAL0000193347017

Creative Legacy Planning LLC

Name: Creative Legacy Planning LLC — Creative Legacy, Form 5500 (2025)
Creator: Creative Legacy Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Creative Legacy Planning 401(k) Plan

401(k) retirement plan · Creative Legacy Planning LLC's Creative Legacy Planning 401(k) Plan held $35K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Elantha Barry signed Creative Legacy Planning LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Creative Legacy Planning LLC's EIN is 92-0503369.

EIN 92-0503369

Plan number 001

Plan year 2025

ACK ID 20260504221410NAL0000193347017

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Creative Legacy Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Creative Legacy Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREATIVE LEGACY PLANNING LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score