# Creative Planning LLC DC Plan
Source: https://planprovider.pro/companies/creative-planning-llc-plan

> Creative Planning LLC's DC plan: 2,243 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 (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

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- [Waddell & Reed Financial, INC.](https://planprovider.pro/companies/waddell-reed-financial-inc-401k-plan) — 912 participants

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