XY Planning Network, LLC's EIN is 46-4697129.
Download the official 2024 Form 5500 (PDF) for XY Planning Network, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XY Planning Network, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
