How big is XY Investment Solutions, LLC's plan?

XY Investment Solutions, LLC's plan reported $611K in assets and 14 participants for 2025.

Original filing (PDF)20260501220048NAL0001163859012

XY Investment Solutions, LLC

Name: XY Investment Solutions, LLC — XY Investment, Form 5500 (2025)
Creator: XY Investment Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

XY Investment Solutions 401(k) Plan

401(k) retirement plan · XY Investment Solutions, LLC's XY Investment Solutions 401(k) Plan held $611K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$611K

Net assets (EOY)

$611K

Plan identifiers

XY Investment Solutions, LLC's EIN is 82-1307277.

EIN 82-1307277

Plan number 001

Plan year 2025

ACK ID 20260501220048NAL0001163859012

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for XY Investment Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

XY Investment Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for XY INVESTMENT SOLUTIONS, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score