Creative Planning Associates

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

1,037

Total plan assets

$39.4M

Filings (rows)

Direct comp

$8K

Indirect comp

Showing only "CREATIVE PLANNING ASSOCIATES"

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 providers1

Prospecting the plans that use Creative Planning Associates?

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
Price Family Dealerships Price Family 401(k) Plan · all filings	LARKSPUR, CA	Other service providers	1,037	$39.4M	$8K	$0