· 2022–2024 · DOL EFAST2
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Creative Planning Holdcollc
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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
1
Active participants
174
Total plan assets
$5.6M
Filings (rows)
1
Direct comp
$10K
Indirect comp
$0
Showing only "CREATIVE PLANNING HOLDCOLLC"
View all 26 variants aggregated →
CREATIVE PLANNING
2,263
CREATIVE PLANNING HOLDCO
271
CREATIVE PLANNING HOLD CO
118
CREATIVE PLANNING HOLDCO DBA CR
105
CREATIVE PLANNING HOLDCO DBA
9
CREATIVE PLANNING SERVICES
7
CREATIVE PLANNING HOLDING CO
4
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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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
CREATIVE PLANNING RETIREMENT SVC
3
CREATIVE PLANNING - LOCKTON RETIREM
3
CREATIVE PLANNING LOCKTON RETIREMEN
3
CREATIVE PLANNING LOCKTON RETIREME
2
CREATIVE PLANNING DEPARTMENT
2
CREATIVE PLANNING RETIREMENT SERVI
2
CREATIVE PLANNING RETIREMENT
1
CREATIVE PLANNING ASSOCIATES
1
CREATIVE PLANNING HOLDING
1
CREATIVE PLANNING HOLDCOLLC
1
CREATIVE PLANNING RETIREMENT SERVIC
1
CREATIVE PLANNING RETIREMENT SERV
1
CREATIVE PLANNING/LOCKTON
1
CREATIVE PLANNING LEGAL P A
1
CREATIVE PLANNING HOLDCO LL
1
CREATIVE PLANNING SEPT LOCKTON RET
1
CREATIVE PLANNING /ANDY SCALIA
1
CREATIVE PLANNING FINANCIAL SERVICE
1
CREATIVE PLANNING-LOCKTON RET SVCS
1
Creative Planning Holdcollc — Form 5500 Service Provider Profile | Form 5500 Search
