Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CREATIVE PLANNERS GROUP, LTD.
EIN 13-3490936Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
17
660 WHITE PLAINS ROAD, SUITE 345 - TARRYTOWN, NY 105915107914-468-0300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN
TraditionalDB
Assets$4.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN | TraditionalDB | $4.2M | 4 | 2025 | |
| 002 | THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 13 | 2025 |
Retirement plans