Xy Planning 401(k) Plan
Sponsored by Xy Planning Network, Llc · EIN 464697129 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 87
- With balances
- 134
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
No Schedule C on file for this plan year.