Creative Planning 401 K & TPA

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

$39.8M

Filings (rows)

Direct comp

$38K

Indirect comp

Showing only "CREATIVE PLANNING 401 K & TPA"

View all 28 variants aggregated →

CREATIVE PLANNING2,458 CREATIVE PLANNING HOLDCO299 CREATIVE PLANNING HOLD CO126 CREATIVE PLANNING HOLDCO DBA CR122 CREATIVE PLANNING HOLDCO DBA12 CREATIVE PLANNING SERVICES7 CREATIVE PLANNING HOLDING CO4

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
McAconnect, LLC McAconnect, LLC 401(k) Retirement Savings Plan · all filings	GREENWOOD VILLAGE, CO	Advisor / Consultant	291	$39.8M	$38K	$0