Creative Planning Retirement Servic

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

27,126

Total plan assets

$101.7M

Filings (rows)

Direct comp

$60K

Indirect comp

Showing only "CREATIVE PLANNING RETIREMENT SERVIC"

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

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Unifi Aviation, LLC Unifi Aviation 401(k) Retirement Plan · all filings	ATLANTA, GA	Advisor / Consultant	27,126	$101.7M	$60K	$0