Creative Planning Legal P a

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

2,052

Total plan assets

$428.3M

Filings (rows)

Direct comp

$33K

Indirect comp

Showing only "CREATIVE PLANNING LEGAL P A"

View all 26 variants aggregated →

CREATIVE PLANNING2,263 CREATIVE PLANNING HOLDCO271 CREATIVE PLANNING HOLD CO118 CREATIVE PLANNING HOLDCO DBA CR105 CREATIVE PLANNING HOLDCO DBA9 CREATIVE PLANNING SERVICES7 CREATIVE PLANNING HOLDING CO4

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Systems Planning and Analysis, Inc. Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust · all filings	ALEXANDRIA, VA	Advisor / Consultant	2,052	$428.3M	$33K	$0