Fundz
Fundz
Benefits Intelligence/Broker Directory/Colorado

Creative Retirement Plan Consulting

Denver, CO

Creative Retirement Plan Consulting of Denver, CO is the broker of record on 14 Form 5500 Schedule A filings covering 9 employer benefit plans across 5 states, with $8,024 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
14
States served
5
Reported commissions
$8,024
plan year 2025
Reported fees
$51,521

Quick answer

Creative Retirement Plan Consulting (Denver, CO) is the broker of record for 9 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Creative Retirement Plan Consulting have?
Creative Retirement Plan Consulting is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 5 states.
Who are Creative Retirement Plan Consulting's largest employer clients?
By plan participants, the largest include Mission Critical Group, LLC (527 participants), Cti, Inc. (350 participants) and South Denver Cardiology (271 participants).
How much does Creative Retirement Plan Consulting earn in commissions?
Insurers reported $8,024 in broker commissions and $51,521 in fees paid to Creative Retirement Plan Consulting for plan year 2025, per Schedule A Part 1.
Where is Creative Retirement Plan Consulting located?
Creative Retirement Plan Consulting is based in Denver, CO and has employer clients in 5 states.
How does Creative Retirement Plan Consulting rank among benefits brokers in Colorado?
Creative Retirement Plan Consulting ranks #34 by employer clients among the 50 most active benefits brokers based in Colorado.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Creative Retirement Plan Consulting on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Mission Critical Group, LLCCA5272024-12-31
Cti, Inc.AZ3502025-12-31
South Denver CardiologyCO2712024-12-31
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.