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 33 variants aggregated →

CREATIVE PLANNING2,336 CREATIVE PLANNING HOLDCO282 CREATIVE PLANNING HOLD CO120 CREATIVE PLANNING HOLDCO DBA CR113 CREATIVE PLANNING HOLDCO DBA11 CREATIVE PLANNING SERVICES7 CREATIVE PLAN DESIGNS6

SERVICES PROVIDED

TPA / Administrator2

Plans served

All 2 plansUnlock full export (Pro)

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