Creative Plan Administrators

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

8,163

Total plan assets

$752.9M

Filings (rows)

Direct comp

$905

Indirect comp

$859

Showing only "CREATIVE PLAN ADMINISTRATORS"

View all 32 variants aggregated →

CREATIVE PLANNING2,184 CREATIVE PLANNING HOLDCO260 CREATIVE PLANNING HOLD CO115 CREATIVE PLANNING HOLDCO DBA CR103 CREATIVE PLANNING HOLDCO DBA9 CREATIVE PLANNING SERVICES7 CREATIVE PLAN DESIGNS6

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ellis Hospital Ellis Hospital Employees Defined Contribution Retirement Plan · all filings	SCHENECTADY, NY	Other service providers	2,732	$268.7M	$412	$292
Ellis Hospital Ellis Hospital Employees Defined Contribution Retirement Plan · all filings	SCHENECTADY, NY	Other service providers	2,790	$253.8M	$272	$283
Ellis Hospital Ellis Hospital Employees Defined Contribution Retirement Plan · all filings	SCHENECTADY, NY	Other service providers	2,641	$230.5M	$221	$284