Xy Planning Network, Inc.401(k) + ESOP (KSOP)
XY PLANNING NETWORK TEAM MEMBER OWNERSHIP PLAN · BOZEMAN, MT · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Xy Planning Network, Inc. reported $490 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,728 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Montana (206th of 229), and 4,659th of 4,798 in finance & insurance.
Xy Planning Network, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 854378005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.