· 2022–2024 · DOL EFAST2

Creative Planning Halco

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

567

Total plan assets

$58.4M

Filings (rows)

1

Direct comp

$5K

Indirect comp

$0

Showing only "CREATIVE PLANNING HALCO"

View all 32 variants aggregated →

CREATIVE PLANNING3,068 CREATIVE PLANNING HOLDCO386 CREATIVE PLANNING HOLDCO DBA CR168 CREATIVE PLANNING HOLD CO154 CREATIVE PLANNING HOLDCO DBA15 CREATIVE PLANNING SERVICES7 CREATIVE PLANNING 401 K & TPA6 CREATIVE PLANNING HOLDING CO6 CREATIVE PLANNING BILLING4 CREATIVE PLANNING - LOCKTON RETIREM4 CREATIVE PLANNING LOCKTON RETIREMEN4 CREATIVE PLANNING RETIREMENT SERVI3 CREATIVE PLANNING DEPARTMENT3 CREATIVE PLANNING RETIREMENT SVC2 CREATIVE PLANNING LOCKTON RETIREME2 CREATIVE PLANNING RET SERVICES2 CREATIVE PLANNING LEGAL P A2 CREATIVE PLANNING-LOCKTON RET SVCS1 CREATIVE PLANNING HALCO1 CREATIVE PLANNING RETIREMENT SERV1 CREATIVE PLANNING HOLDCOLLC1 CREATIVE PLANNING/LOCKTON1 CREATIVE PLANNING HOLDING1 CREATIVE PLANNING ASSOCIATES1 CREATIVE PLANNING LEGAL PA1 CREATIVE PLANNING /ANDY SCALIA1 CREATIVE PLANNING SEPT LOCKTON RET1 CREATIVE PLANNING - RETIREMENT SER1 CREATIVE PLANNING RETIREMENT1 CREATIVE PLANNING HOLDCO LL1 CREATIVE PLANNING FINANCIAL SERVICE1 CREATIVE PLANNING RETIREMENT SERVIC1

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Creative Planning Halco?

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 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
West Monroe Partners, Inc. West Monroe Partners, Inc. Frozen Capital Accumulation Plan · all filings	CHICAGO, IL	Advisor / Consultant	567	$58.4M	$5K	$0