IRON FIDUCIARY, AN OFFERING BY CREATIVE PLANNING, LLC ERISA FIDUCIARY 3(38) INVESTMENT MANAGEMENT AGREEMENTInvestment Fiduciary Facilitation Agreement • August 19th, 2021 • Illinois
This ERISA Fiduciary 3(38) Investment Management Agreement and all appendices attached hereto and incorporated by reference herein (collectively, the “Agreement”) sets forth the terms and conditions necessary for IRON Fiduciary (“IRON”), an offering by Creative Planning, LLC (“CP”) to provide services to the Employer/Plan Sponsor (the “Sponsor”) and the above-referenced, Participant-directed defined contribution retirement Plan described in the Retirement Plan Client Profile at Appendix A (the “Plan”). This Agreement is made effective as of the date it is signed by the Sponsor on behalf of the Plan (the “Effective Date”).
