Plan Snapshot
- Plan Sponsor: Creative Planning LLC (EIN 431270780)
- Plan Type: DC
- Total Participants: 2,243
- Total Assets: $269.6M
- Sponsor State: KS
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,243 | $269.6M | $11.2M | $27.8M |
| 2023 | 2,100 | $199.3M | $8.7M | $21.5M |
| 2022 | 1,412 | $104.1M | $6.4M | $15.5M |
Service Providers
- UHY LLP — Accountant / Independent Qualified Public Accountant