· 2022–2024 · DOL EFAST2
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CREATIVE PLANNING/LOCKTON
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
1
Active participants
8,643
Total plan assets
$651.3M
Filings (rows)
1
Direct comp
$25K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
IRON MOUNTAIN INCORPORATED
THE IRON MOUNTAIN COMPANIES 401(K) PLAN
BOSTON, MA
Advisor / Consultant
INVESTMENT ADVISOR
8,643
$651.3M
$25K
CREATIVE PLANNING/LOCKTON — Form 5500 Service Provider Profile | Form 5500 Search
