Creative Planning Lockton Retireme

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

4,017

Total plan assets

$299.9M

Filings (rows)

Direct comp

$142K

Indirect comp

Showing only "CREATIVE PLANNING LOCKTON RETIREME"

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 / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Belcan, LLC Belcan Retirement Savings Plan · all filings	BLUE ASH, OH	Advisor / Consultant	4,017	$299.9M	$71K	$0
Belcan, LLC Belcan Retirement Savings Plan · all filings	BLUE ASH, OH	Advisor / Consultant	0	$0	$71K	$0