Awarding resolution issued to Creative Planning Holdco, LLC d/b/a Creative Planning, LLC, to provide 457 plan related services, including strategic plan design, and fiduciary services for County employees, for Human Resources, for the period of August 1, 2026 to July 31, 2027, per RFP #23-046-HR. Cost is born by plan participants. (Human Resources)

Finance Resolution Adopted Introduced May 6, 2026

What this record is

Held by: Planning Holdco, LLC
Runs until: July 31, 2027 287 days — goes back out to bid date quoted from the award document
Type: award

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Read automatically from the title of the official record. The source document below is authoritative.

Committee: Finance Committee
Introduced: May 6, 2026
On agenda: May 26, 2026
Passed: May 26, 2026

Full text & attachments ↗ Briefing (PDF) Rebid Radar

Where it was heard

Finance Committee May 26, 2026 Approved Pass DuPage County Board May 26, 2026 Approved Pass

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