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XY INVESTMENT SOLUTIONS, LLC

EIN 82-1307277-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$611K assets
Welfare
0
Participants
19
24 E MAIN ST - BOZEMAN, MT 59715406-413-9200
Plans on this EIN
1 filing
#001401k-$611K - 19 part

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Retirement#001

XY INVESTMENT SOLUTIONS 401(K) PLAN

401k

Assets$611K
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001XY INVESTMENT SOLUTIONS 401(K) PLAN401k$611K192025
Retirement plans
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