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

Active participants

1,410

Total plan assets

$153.9M

Filings (rows)

Direct comp

$24K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Creative Planning-Lockton RET SVCS?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tri Pointe Homes Holdings, Inc. Tri Pointe Group 401(k) Profit Sharing Plan · all filings	IRVINE, CA	Advisor / Consultant	1,410	$153.9M	$24K	$0