Creative Planning Retirement Servi

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

25,589

Total plan assets

$663.7M

Filings (rows)

Direct comp

$165K

Indirect comp

Showing only "CREATIVE PLANNING RETIREMENT SERVI"

View all 28 variants aggregated →

CREATIVE PLANNING2,479 CREATIVE PLANNING HOLDCO300 CREATIVE PLANNING HOLD CO127 CREATIVE PLANNING HOLDCO DBA CR122 CREATIVE PLANNING HOLDCO DBA12 CREATIVE PLANNING SERVICES7 CREATIVE PLANNING HOLDING CO4

SERVICES PROVIDED

Broker2

Advisor / Consultant1

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Crash Champions, LLC Crash Champions 401(k) Plan · all filings	RICHARDSON, TX	Advisor / Consultant	10,575	$253.7M	$75K	$0
Simmons Foods, Inc. Simmons Foods, Inc. 401(k) Retirement and Trust Plan · all filings	SILOAM SPRINGS, AR	Broker	10,128	$238.4M	$15K	$0
Service King Paint & Body, LLC Service King 401(k) Plan · all filings	RICHARDSON, TX	Broker	4,886	$171.7M	$75K	$0