XY Planning Network, Inc. 401(k) Plan

The XY Planning Network, Inc. 401(k) on its latest Form 5500

XY Planning Network, Inc. (EIN 85-4378005) reports XY PLANNING NETWORK TEAM MEMBER OWNERSHIP PLAN on its most recent Form 5500, with $2.0M in plan assets across 86 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full XY Planning Network, Inc. filing — schedules, fees, and providers.

Who runs the XY Planning Network, Inc. 401(k)?

XY Planning Network, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask XY Planning Network, Inc.HR for the recordkeeper’s name and login.

How to check your XY Planning Network, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask XY Planning Network, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).