Creative Planning Holdcollc

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

174

Total plan assets

$5.6M

Filings (rows)

Direct comp

$10K

Indirect comp

Showing only "CREATIVE PLANNING HOLDCOLLC"

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

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Teamcraft Roofing Teamcraft Roofing 401(k) Plan · all filings	SALISBURY, NC	Advisor / Consultant	174	$5.6M	$10K	$0