DOL Form 5500 · 2025 Plan Year

CREATIVE PLANNING LLC

CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN

Defined ContributionKS
$371.2M
Plan Assets
2,477
Participants
2025
Plan Year
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Plan Details

Plan Name
CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN
Sponsor
CREATIVE PLANNING LLC
Sponsor EIN
431270780
Plan Number
001
Location
OVERLAND PARK, KS
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$371.2M
Participants
2,477
Filing Received
June 5, 2026
Plan Year
2025

About this Plan

CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN is a defined contribution retirement plan sponsored by CREATIVE PLANNING LLC, headquartered in OVERLAND PARK, KS, holding approximately $371.2M in plan assets on behalf of 2,477 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).