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

Active participants

8,643

Total plan assets

$651.3M

Filings (rows)

Direct comp

$25K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Iron Mountain Incorporated The Iron Mountain Companies 401(k) Plan · all filings	BOSTON, MA	Advisor / Consultant	8,643	$651.3M	$25K	$0