Creative Planning - Lockton Retirem

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

5,687

Total plan assets

$192.9M

Filings (rows)

Direct comp

Indirect comp

$90K

Showing only "CREATIVE PLANNING - LOCKTON RETIREM"

View all 26 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

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Wastequip, LLC. Wastequip LLC 401(k) Retirement Plan · all filings	CHARLOTTE, NC	Other service providers	1,904	$72.9M	$0	$40K
Wastequip, LLC. Wastequip LLC 401(k) Retirement Plan · all filings	CHARLOTTE, NC	Other service providers	1,868	$65.1M	$0	$30K
Wastequip, LLC. Wastequip LLC 401(k) Retirement Plan · all filings	CHARLOTTE, NC	Other service providers	1,915	$55.0M	$0	$20K