CREATIVE PLANNNING
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
1,194
Total plan assets
$12.8M
Filings (rows)
1
Direct comp
$22K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| VALCOURT BUILDING SERVICES, LLC VALCOURT BUILDING SERVICES, LC 401(K) PLAN | MC LEAN, VA | Advisor / Consultant INVESTMENT ADVISORY | 1,194 | $12.8M | $22K |