Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CREATIVE FINANCIAL PLANNING, INC
EIN 13-3731868financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
10
101 SOUTH BROADWAY - SOUTH NYACK, NY 10960845-634-6050creativeplanners.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 10 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#002
CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN
401k
Assets$29K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 5 | 2024 | |
| 001 | CREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN | 401k | $29K | 5 | 2024 |
Retirement plans