Creative Planning Retirement SERV

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

$16K

Indirect comp

Showing only "CREATIVE PLANNING RETIREMENT SERV"

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

Other service providers1

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Plans served

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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	Other service providers	2,052	$428.3M	$16K	$0