# Creative Planning, LLC 401(k) Plan
Source: https://planprovider.pro/companies/creative-planning-llc-431270780-501

> Creative Planning, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Creative Planning, LLC

- **Sponsor EIN:** 431270780

- **Sponsor Address:** 5454 W. 110TH STREET, OVERLAND PARK, KS, 66211

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$0|$0|$0|

| 2024|2,279|$0|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$1,050,668|—|$1,050,668|

| DELTA DENTAL|Recordkeeper|$80,257|—|$80,257|

| MAVEN CLINIC CO.|Recordkeeper|$37,691|—|$37,691|

| WEX|Recordkeeper|$33,423|—|$33,423|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,202,039

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

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