Creative Planning Services

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

7,333

Total plan assets

$202.8M

Filings (rows)

Direct comp

$754K

Indirect comp

$12K

Showing only "CREATIVE PLANNING SERVICES"

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 / Consultant6

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MAZ Shared Management Company, LLC The Mazzella Companies Savings & Retirement Plan · all filings	CLEVELAND, OH	Advisor / Consultant	1,039	$60.2M	$249K	$0
MAZ Shared Management Company, LLC The Mazzella Companies Savings & Retirement Plan · all filings	CLEVELAND, OH	Advisor / Consultant	915	$51.4M	$212K	$0
MAZ Shared Management Company, LLC The Mazzella Companies Savings & Retirement Plan · all filings	CLEVELAND, OH	Advisor / Consultant	749	$42.8M	$199K	$0
Sizewise Rentals, LLC Sizewise 401(k) Retirement Plan · all filings	ELLIS, KS	Other service providers	580	$33.2M	$0	$12K
JA-del, Inc. Fiorella's Restaurant Group Retirement Plan · all filings	OVERLAND PARK, KS	Advisor / Consultant	1,040	$6.9M	$43K	$0
Medicalodges, Inc. Medicalodges, Inc. 401(k) Profit Sharing Plan · all filings	COFFEYVILLE, KS	Advisor / Consultant	1,450	$4.5M	$26K	$0
Medicalodges, Inc. Medicalodges, Inc. 401(k) Profit Sharing Plan · all filings	COFFEYVILLE, KS	Advisor / Consultant	1,560	$3.9M	$25K	$0