When was Creative Plan Designs founded?

Creative Plan Designs was founded in 1979.

Where is Creative Plan Designs located?

Creative Plan Designs is headquartered in East Meadow, United States. It is registered at East Meadow, New York.

Who is the current CEO of Creative Plan Designs?

Ronald K Stair of Creative Plan Designs. They have also founded 1 company.

How many employees does Creative Plan Designs have?

As of Dec 31, 2022, Creative Plan Designs has 26 employees, reflecting a 14% year-over-year growth in headcount.

Is Creative Plan Designs a funded company?

Creative Plan Designs is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Creative Plan Designs rank among its competitors?

Creative Plan Designs ranks 59th amongst 686 active competitors, of which 19 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Retirable, which secured $3.78M in Apr, 2026.

Who are the top competitors of Creative Plan Designs?

Creative Plan Designs' top competitors include MetLife, Pacific Life and Pontera. Among them, Retirable secured the most recent funding round in April, 2026.

Creative Plan Designs - 2026 Company Profile, Team & Competitors

Company Details

Company offering retirement planning advice and assistance to clients. The company reviews and optimizes pension plans and manages legal compliance and financial security for clients.

Website: cpdltd.com
Social
Phone Number: +516 **********
Registered Address: East Meadow, New York

Key Metrics

Founded Year

1979

Location

East Meadow, United States

Stage

Acquired

Ranked

59^th among 686 active competitors

Employee Count

26 as on Dec 31, 2022

Similar Companies

PensionBee & 1556 more

Exit Details

Acquired by Bpas (Feb 14, 2024)

View Creative Plan Designs' full profile

Creative Plan Designs is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
CREATIVE PLAN DESIGNS, LTD. CIN: 112515970 , United States, Active	Dec 31, 1999	-	2 (As on Dec 31, 2024)	-

Creative Plan Designs got acquired by Bpas on Feb 14, 2024.

Click here to take a look at Creative Plan Designs's acquisition in detail

Creative Plan Designs has not raised any funding rounds yet.

The founders of Creative Plan Designs is Ronald K Stair. Ronald K Stair is the CEO of Creative Plan Designs.

Here are the details of Creative Plan Designs' key team members:

Ronald K Stair: Founder & CEO of Creative Plan Designs.
Contact Info: 1 email address

View details of Creative Plan Designs's Founder profiles and Board Members

Creative Plan Designs' employee count trend

Creative Plan Designs has 26 employees as of Dec 22. The total employee count is 13.0% more than what it was in Dec 21. Here is Creative Plan Designs's employee count trend over the years:

Employee count trend for Creative Plan Designs

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Top competitors of Creative Plan Designs include MetLife, Pacific Life and Pontera. Here is the list of Top 10 competitors of Creative Plan Designs, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	MetLife 1868, New York City (United States), Public	Internet first provider of life, health, auto, home, and pet insurance services	-	Stone Point Capital, MicroVest & 1 others	73/100
2nd	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	70/100
3rd	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Blumberg Capital ... & 11 others	68/100
4th	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
5th	Voya Financial 1999, New York City (United States), Public	Provider of pension fund for the employees based out of the US	-	-	64/100
6th	Capitalize 2019, New York City (United States), Series B	Financial planning and advisory platform	$33.5M	Canapi Ventures, RRE Ventures & 4 others	62/100
7th	Athene 2009, West Des Moines (United States), Acquired	Retirement services provider	$1.13B	Apollo Global Management, ACE & Company & 3 others	62/100
8th	Horace Mann 1945, Springfield (United States), Public	Limited information available	-	-	55/100
9th	Retirable 2019, New York City (United States), Series A	Online platform for retirement investment advisory	$30M	IA Capital Group, Primary Venture Partner ... & 10 others	55/100
10th	Inspira Financial 2023, Oak Brook (United States), Funding Raised	Provider of health, wealth, retirement, and benefits solutions	-	Abry, Parthenon Capital	53/100
59th	Creative Plan Designs 1979, East Meadow (United States), Acquired	Company offering retirement planning advice and assistance to clients	-	-	35/100