· 2022–2024 · DOL EFAST2
Search
Search
Browse
Resources
Pricing
Creative Planning Associates — Form 5500 Service Provider Profile | Form 5500 Search
Home
/
Providers
/
Creative Planning Associates
Back to search
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
1
Active participants
1,037
Total plan assets
$39.4M
Filings (rows)
1
Direct comp
$8K
Indirect comp
$0
Showing only "CREATIVE PLANNING ASSOCIATES"
View all 27 variants aggregated →
CREATIVE PLANNING
2,336
CREATIVE PLANNING HOLDCO
282
CREATIVE PLANNING HOLD CO
120
CREATIVE PLANNING HOLDCO DBA CR
113
CREATIVE PLANNING HOLDCO DBA
11
CREATIVE PLANNING SERVICES
7
CREATIVE PLANNING HOLDING CO
4
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Unlock 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
CREATIVE PLANNING - LOCKTON RETIREM
3
CREATIVE PLANNING RETIREMENT SVC
3
CREATIVE PLANNING LOCKTON RETIREMEN
3
CREATIVE PLANNING DEPARTMENT
2
CREATIVE PLANNING HOLDCOLLC
2
CREATIVE PLANNING LOCKTON RETIREME
2
CREATIVE PLANNING RETIREMENT SERVI
2
CREATIVE PLANNING-LOCKTON RET SVCS
1
CREATIVE PLANNING HOLDING
1
CREATIVE PLANNING LEGAL P A
1
CREATIVE PLANNING/LOCKTON
1
CREATIVE PLANNING RETIREMENT SERVIC
1
CREATIVE PLANNING SEPT LOCKTON RET
1
CREATIVE PLANNING RETIREMENT
1
CREATIVE PLANNING FINANCIAL SERVICE
1
CREATIVE PLANNING HOLDCO LL
1
CREATIVE PLANNING RETIREMENT SERV
1
CREATIVE PLANNING BILLING
1
CREATIVE PLANNING /ANDY SCALIA
1
CREATIVE PLANNING ASSOCIATES
1
