Creative Plan Design

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

677

Total plan assets

$27.3M

Filings (rows)

Direct comp

$7K

Indirect comp

Showing only "CREATIVE PLAN DESIGN"

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

TPA / Administrator2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Forbo Siegling, LLC Forbo Siegling, LLC Retirement Plan and Trust · all filings	HUNTERSVILLE, NC	TPA / Administrator	352	$13.8M	$4K	$0
Forbo Siegling, LLC Forbo Siegling, LLC Retirement Plan and Trust · all filings	HUNTERSVILLE, NC	TPA / Administrator	325	$13.4M	$4K	$0