PlanFacts Pro for advisors

Find the retirement plans worth calling: every US plan's size, fees, recordkeeper and match from public Form 5500 filings, with alerts when they change. Self-serve. No demos, no sales calls.

Plan search

Filter by state, participants, assets, recordkeeper, admin expense ratio, match generosity, auto-enrollment and industry.

Plan profiles

Multi-year history, fee detail, Schedule C service providers and the sponsor contact from the filing.

Change alerts

Recordkeeper switches, fee increases, asset thresholds crossed and new plans in your territory.

CSV export

Export filtered lists of plans for your CRM.

Why it's different

Incumbent Form 5500 tools are sold seat by seat through sales reps. PlanFacts Pro will be self-serve with a free trial, and adds what the structured data leaves out: match formulas, vesting and recordkeepers extracted from the audit reports, each cited to the filing.

Until it launches, the free Form 5500 search covers single-plan lookups.

PlanFacts Pro: Form 5500 Prospecting for Advisors (Waitlist) | PlanFacts