XY Planning Network, LLC (EIN 46-4697129) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $5.5M in plan assets and 158 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| XY Planning 401(k) Plan | 001 | 87 | $5.5M |
| XY Planning Team Member Ownership Plan | 002 | 71 | $0 |
46-4697129 is the Employer Identification Number (EIN) XY Planning Network, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Montana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
