Judy Diamond Alternative — Free 401(k) Plan Prospecting
Judy Diamond Associates is one of the best-known retirement-plan prospecting platforms, built on the same public DOL Form 5500 data this site indexes. If its enterprise seat license doesn't fit your budget or workflow, here's an honest look at what it offers, what we offer, and where each fits.
Last updated June 10, 2026
What Judy Diamond Associates offers
Judy Diamond Associates (an ALM business) sells Retirement Plan Prospector, a 401(k) and benefits prospecting tool used by advisors, recordkeepers, TPAs, and wholesalers. It layers search, scoring, and contact data on top of the public Form 5500 dataset, and it's a mature product with a long client list — the incumbent in this category.
It's sold as an annual seat license, quoted by sales — typically thousands of dollars per seat per year, in the same band as other enterprise tools like fi360 and ErisaPedia.
The same underlying data, two different models
Every retirement-plan prospecting tool starts from the same place: the public Form 5500 filings every ERISA plan submits through the DOL's EFAST2 system. The filings disclose each plan's assets, participants, service providers, fees, and (for the largest plans) investment holdings. The difference between vendors is how the data is cleaned, enriched, scored, and priced — not the data itself.
How this tool compares
The honest framing: Judy Diamond is a mature enterprise product with years of refinement, and large teams that already run on it have little reason to switch. The case for this tool is price and self-serve access to the same public record — plus a few things a list-based product doesn't do, like parsed fund holdings and reverse fund lookup.
| Judy Diamond (Prospector) | This tool | |
|---|---|---|
| Underlying data | Public Form 5500 filings + enrichment | Public Form 5500 filings + enrichment |
| Price | Annual seat license, sales-quoted | Free search; Pro $49/mo, cancel anytime |
| Onboarding | Sales-led demo and contract | Self-serve, no sales call |
| Search & filters | Yes | Yes — 2.9M filings by state, industry, assets, providers |
| Plan health scoring | Red-flag style metrics | 0–100 health score + peer fee benchmarks |
| Decision-maker contacts | Yes | Yes — every key contact per unlock, flat-priced |
| Parsed fund holdings (Schedule of Assets) | No | Yes, for the largest plans — incl. reverse fund lookup |
| Free tier | No | Yes — search and plan pages, no login |
Search ~2.9 million filings, open any plan's assets, providers, fees, and holdings — free, no login, no sales call. Pro adds contacts and exports at $49/mo.
Search Form 5500 filings freeWho each tool is for
- Judy Diamond — enterprise sales teams with budget for an annual license that want its established scoring, training, and support.
- This tool — independent advisors, small RIA teams, TPAs, and wholesalers who want the same public-record intelligence at a flat $49/mo (or free for research) without a contract.
- Either way, verify any vendor's claims against the source: the filings themselves are free to search.
Live rows from the public DOL data — open any plan to see its assets, participants, providers, and holdings.
Search Form 5500 filingsFrequently asked questions
An ALM-owned data business best known for Retirement Plan Prospector, a 401(k) prospecting tool for advisors, recordkeepers, and TPAs built on public Form 5500 filings plus contact enrichment. It's sold as an annual seat license quoted by sales.
Pricing is quoted by its sales team rather than published. Industry tools in this category (Judy Diamond, fi360, ErisaPedia) generally run thousands of dollars per seat per year on annual contracts.
Yes — the underlying Form 5500 filings are public record. This site lets you search ~2.9 million filings, view any plan's assets, participants, providers, and fees free with no login; decision-maker contacts and bulk export are part of the $49/mo Pro tier.
Both are built on the public DOL Form 5500 dataset filed through EFAST2. Vendors differ in cleaning, scoring, enrichment, and pricing — not in the underlying public record.