CREATIVE PLANNING-LOCKTON RET SVCS
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
1,410
Total plan assets
$153.9M
Filings (rows)
1
Direct comp
$24K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRI POINTE HOMES HOLDINGS, INC. TRI POINTE GROUP 401(K) PROFIT SHARING PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT ADVISOR | 1,410 | $153.9M | $24K |