Creative Planning Holding Co

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

8,652

Total plan assets

$738.6M

Filings (rows)

Direct comp

$131K

Indirect comp

Showing only "CREATIVE PLANNING HOLDING CO"

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 / Consultant3

TPA / Administrator1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Capgemini America, Inc. Capgemini Financial Services USA, Inc. 401(k) Retirement Plan · all filings	ROSEMONT, IL	TPA / Administrator	4,050	$409.1M	$74K	$0
Capgemini America, Inc. Capgemini Financial Services USA, Inc. 401(k) Retirement Plan · all filings	ROSEMONT, IL	Advisor / Consultant	4,346	$308.9M	$37K	$0
MILE High United Way, Inc. MILE High United Way 401(k) Plan · all filings	DENVER, CO	Advisor / Consultant	118	$13.8M	$18K	$0
Hispanic Housing Development Corporation Hispanic Housing Development Corporation 401(k)/Retirement Plan · all filings	CHICAGO, IL	Advisor / Consultant	138	$6.8M	$1K	$0