Creative Plannin

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

291

Total plan assets

$34.5M

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "CREATIVE PLANNIN"

View all 27 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 PLANNING HOLDING CO4

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Creative Plannin?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lombart Brothers, Inc. Lombart Brothers, Inc. 401(k) Profit Sharing Plan · all filings	NORFOLK, VA	Advisor / Consultant	291	$34.5M	$49K	$0