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Plans

planCreative Planning Companies Employer Retirement Contribution PlanFinancial statementProvider compensation2023 filing
$199.3Mreported assets (EOY)
Sponsor: Creative Planning LLCEIN: 43-1270780Plan: 001Participants: 1,531Assets: $199,299,706Net assets: $199.3MAssets / participant: $130.2KLocation: Overland Park, KSLatest: 2023
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planCreative Planning Group Life & Ad&D Plans2023 filing
Sponsor: Creative Planning, Inc.EIN: 43-1270780Plan: 502Participants: 1,450Assets: not reported in the loaded datasetLocation: Overland Park, KSLatest: 2023
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planCreative Planning Group Health Plan2023 filing
Sponsor: Creative Planning, Inc.EIN: 43-1270780Plan: 503Participants: 1,247Assets: not reported in the loaded datasetLocation: Overland Park, KSLatest: 2023
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planCreative Planning Group Dental Plan2023 filing
Sponsor: Creative Planning, Inc.EIN: 43-1270780Plan: 504Participants: 1,247Assets: not reported in the loaded datasetLocation: Overland Park, KSLatest: 2023
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planCreative Planning Group Vision Plan2023 filing
Sponsor: Creative Planning, Inc.EIN: 43-1270780Plan: 505Participants: 967Assets: not reported in the loaded datasetLocation: Overland Park, KSLatest: 2023
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planCreative Planning Group Flexible Spending Account Plan2023 filing
Sponsor: Creative Planning, Inc.EIN: 43-1270780Plan: 506Participants: 100Assets: not reported in the loaded datasetLocation: Overland Park, KSLatest: 2023
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