Creative Planning Lockton Retiremen

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

7,367

Total plan assets

$211.4M

Filings (rows)

Direct comp

$75K

Indirect comp

$219K

Showing only "CREATIVE PLANNING LOCKTON RETIREMEN"

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 / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
New Benevis, Inc. Benevis 401(k) Retirement Savings Plan · all filings	ALTANTA, GA	Advisor / Consultant	2,441	$79.1M	$75K	$38K
New Benevis, Inc. Benevis 401(k) Retirement Savings Plan · all filings	ALTANTA, GA	Advisor / Consultant	2,372	$70.7M	$0	$81K
New Benevis, Inc. Benevis 401(k) Retirement Savings Plan · all filings	ALTANTA, GA	Advisor / Consultant	2,554	$61.6M	$0	$100K