# Xy Planning Network, LLC: 401(k) plan, 142 participants (Bozeman, MT)

**Score:** 40/100

| Field | Value |
|---|---|
| Employer (plan sponsor) | Xy Planning Network, LLC |
| EIN | 464697129 |
| Plan | Xy Planning 401(k) Plan |
| Plan type | 401(k) |
| Trigger | Plan with 100+ participants |
| Participants | 142 |
| Industry | Finance and insurance |
| Location | Bozeman, MT |
| Plan effective | 2016-01-01 |
| Plan year | 2025 |
| Filed | 2026-09-28 |

## Why this score
- 142 participants.
- 401(k) plan.

Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) (https://www.efast.dol.gov/5500search/). Last refreshed: 2026-11-04T01:39:03.295Z.
From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.