DOL Form 5500 · 2024 Plan Year

CREATIVE PLANNING LLC

CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN

Defined ContributionKS
$269.6M
Plan Assets
2,294
Participants
2024
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)
$269.6M
Participants
2,294
Filing Received
July 9, 2025
Plan Year
2024

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 $269.6M in plan assets on behalf of 2,294 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).