· 2022–2024 · DOL EFAST2

Creative Planning Legal PA

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

1,304

Total plan assets

$28.3M

Filings (rows)

1

Direct comp

$5K

Indirect comp

$0

Showing only "CREATIVE PLANNING LEGAL PA"

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

SERVICES PROVIDED

Other service providers1

Prospecting the plans that use Creative Planning Legal PA?

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
Allstar Holdings, LLC Allstar Services 401(k) Plan · all filings	EDEN PRAIRIE, MN	Other service providers	1,304	$28.3M	$5K	$0