Full corpus · Fund-holdings wedge · Lead reports · Decision-maker contacts
Form 5500 prospecting that costs what it should.
Search every retirement plan in the U.S., run curated lead reports on failed disclosures, missing auditors, fee outliers, and party-in-interest concentration, and benchmark any plan against peers in seconds — for $49/month, well below ErisaPedia PDI and Judy Diamond Prospector.
Get started free — 3 contact unlocks
No credit card required. Or see a sample lead report.
Every U.S. Form 5500 (2022–2024) Official DOL EFAST2 data Verified emails + LinkedIn Cancel anytime
One unlock · Acme Manufacturing 401(k)
Sample
Each plan unlock reveals every decision-maker — plan signer, CFO, HR & Benefits — with verified email, phone & LinkedIn.
Free
$0forever
Full search + intelligence, plus a few contact unlocks to try on us.
- Claim 3 free contact unlocks — each reveals EVERY decision-maker on a plan (valid 14 days from claim)
- Search every Form 5500 filing (plan years 2022–2024)
- Faceted filtering by state, plan type, size, assets, industry
- Custodian / recordkeeper / advisor / auditor filters
- Full plan pages: service providers, signals, and 0–100 health score
- Investment holdings + benchmark calculator vs peer plans
- Lead reports — view every curated prospect list
- Fund pages — top 10 plans holding any fund (preview)
- Interactive map view for territory planning
- Link to the official DOL filing PDF
- CSV export — search, lead reports, and fund lists (Pro only)Monthly contact allotment (top up with à-la-carte credits anytime)Full fund-holder lists (every plan holding a fund)
Most popular
Pro
$49/month
For advisors and auditors actively prospecting plans.
- Everything in Free, plus:
- 50 plan unlocks / month — each one reveals EVERY key decision-maker for a plan (plan signer · CFO · HR · Benefits), not just one contact, with verified email + LinkedIn (unlocks are permanent; top up anytime)
- Full fund-holder lists — every plan holding a given fund, ranked by position size
- Unlimited CSV export (no row cap) on search, lead reports, and fund lists
- Multi-year history (2022–2024) + YoY change reports: auditor changed, recordkeeper changed, first-time filers, asset drops
- Failed-disclosure, PI-concentration, fee-outlier, SDBA & fragmented-stack lead lists — exportable
- Email support
Company contact unlocks — buy as you go
Don't want a subscription? Buy company unlocks à la carte. One unlock reveals every key decision-maker at a company — the plan signer, CFO, HR & Benefits leaders, not just one contact — and it's yours permanently. Unlocks never expire and stack with your Pro allotment. Click a pack to check out instantly.
No account needed — we'll create one from your payment email so your credits are saved (or add them to your existing account).