What departments does Creative Plan Designs, Ltd. have?

Creative Plan Designs, Ltd. has employees across 3 departments including Finance, Administrative, Consultant.

What is the largest department at Creative Plan Designs, Ltd.?

The largest department at Creative Plan Designs, Ltd. is Consultant with 5 employees.

Where are Creative Plan Designs, Ltd. employees located globally?

Creative Plan Designs, Ltd. has employees across 2 continents and 4 countries including Egypt, United States Of America, Canada, Grenada.

How has Creative Plan Designs, Ltd.'s team size changed over time?

Creative Plan Designs, Ltd.'s team has decreased from approximately 16 to 10 employees based on available data.

Creative Plan Designs, Ltd. Employee Directory

Financial ServicesNew York, United States201-500 Employees

Creative Plan Designs, Ltd. operates in the financial services sector with a specialization in retirement planning. The firm integrates understanding of retirement-related laws with estate planning and taxation considerations that interact with clients' life circumstances to address complex plan challenges. It describes itself as independent from asset-gathering incentives, with disclosed compensation and fiduciary credentials, including CEFEX certification.

The company is based in East Meadow, New York. A notable recent development is that Creative Plan Designs, Ltd. was acquired by Benefit Plans Administrative Services, Inc. in February 2024.

Creative Plan Designs, Ltd. Global Highlights

North America
38

United States Of America
36
Canada
1
Grenada
1

Africa
1

Egypt
1

Creative Plan Designs, Ltd.'s Leadership

M. V.
President
Mobile Phone
Email
L. B.
Senior Vice President
Mobile Phone
Email
J. R.
Plan Manager
Mobile Phone
Email
A. H.
Finance Manager
Mobile Phone
Email
C. Y.
Office Manager
Mobile Phone
Email
A. Z.
Senior Actuary
Mobile Phone
Email
R. S.
Principal
Mobile Phone
Email
S. P.
Administrative Assistant/Receptionist
Mobile Phone
Email

Creative Plan Designs, Ltd. Employee Metrics

100%

50%

0%

2026

2025

Finance
Community & Social Services
Legal
Banking
Accounting
Other
Consultant

Contact profiles from Creative Plan Designs, Ltd.

Name

Title

Contact Info

Location

Last Update

A. G.
Actuary
Mobile Phone
Email
United StatesNew York
Nov 16, 2025
P. T.
Administrative Assistant
Mobile Phone
Email
United StatesNew York
Apr 13, 2026
D. M.
Enrolled Actuary
Mobile Phone
Email
United StatesNew York
Apr 13, 2026
M.
Enrolled Actuary
Mobile Phone
Email
May 17, 2025
A. P. B.
Retirement Plan Consultant
Mobile Phone
Email
United StatesNew York
Mar 05, 2024
B. W.
Administrative Assistant
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
J. L.
Administrative Services
Mobile Phone
Email
Oct 23, 2024
L. C.
Retirement Plan Consultant
Mobile Phone
Email
UNITED STATES
Apr 25, 2025
P. B.
Retirement Plan Consultant
Mobile Phone
Email
Oct 18, 2024
R. L.
Compliance Specialist
Mobile Phone
Email
United StatesNew York
Oct 21, 2024

Frequently Asked Questions

What is Creative Plan Designs, Ltd. known for?

Creative Plan Designs, Ltd. was founded in 1974 operates in the Financial Services industry. The company's main headquarters is located in 90 Merrick Avenue Suite 102 East Meadow, New York 11554 United States; you can contact the main corporate office by phone at

+1-516-742-****

. Explore Creative Plan Designs, Ltd.'s company overview page for more information.

What is Creative Plan Designs, Ltd.'s most common email format?

Creative Plan Designs, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Creative Plan Designs, Ltd. email formats with LeadIQ.

How many employees does Creative Plan Designs, Ltd. have currently?

Creative Plan Designs, Ltd. has approximately 201 employees as of February 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Creative Plan Designs, Ltd.'s key employees and leadership?

As of February 2026, Creative Plan Designs, Ltd.'s key employees include:

President: M. V.
Senior Vice President: L. B.
Plan Manager: J. R.
Finance Manager: A. H.
Office Manager: C. Y.

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Creative Plan Designs, Ltd. Employee Directory

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