Key facts
- Creative Plan Designs’s last known valuation is $5.9M.
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for Creative Plan Designs
- ·The full record, as it builds
Funding rounds
No funding rounds for Creative Plan Designs are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Creative Plan Designs
Provider of leading-edge retirement plan strategies catering to serve owners of small to mid-sized businesses. The company offers a range of services including defined benefits, profit sharing, cash balance and non-qualified deferred compensation, thereby enabling clients to maximize tax savings and a worry-free retirement, thereby enabling clients in developing a unique program for their specific needs.
- Sector
- Financial Services
- HQ
- East Meadow, NY, United States
- Employees
- 27
- Website
- cpdltd.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Creative Plan Designs doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Creative Plan Designs shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Creative Plan Designs in its N-PORT filings yet. We sweep new filings monthly.