Creative Plan Designs

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

1,183

Total plan assets

$124.3M

Filings (rows)

Direct comp

$37K

Indirect comp

Showing only "CREATIVE PLAN DESIGNS"

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 / Administrator5

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Kaufman Dolowich,LLP Kaufman Dolowich,LLP Retirement Plan · all filings	WOODBURY, NY	TPA / Administrator	339	$44.1M	$5K	$0
Kaufman Dolowich,LLP Kaufman Dolowich,LLP Retirement Plan · all filings	WOODBURY, NY	TPA / Administrator	327	$38.2M	$8K	$0
Kaufman, Dolowich & Voluck, LLP Kaufman Dolowich & Voluck LLP Retirement Plan · all filings	WOODBURY, NY	TPA / Administrator	340	$31.2M	$12K	$0
Sherwood Lumber Corporation Sherwood Lumber Corp. 401(k) Profit Sharing Plan · all filings	MELVILLE, NY	TPA / Administrator	105	$9.1M	$1K	$0
Dominican Village, Inc. Dominican Village, Inc. 401(k) Plan · all filings	AMITYVILLE, NY	TPA / Administrator	72	$1.7M	$5K	$0
The Better Business Bureau of Metropolitan New York, Inc. The Better Business Bureau of Metropolitan New York Pension Plan · all filings	NEW YORK, NY	Other service providers	0	—	$6K	$0