Retirement Plan Prospector

The essential directory of 5500 data.
Our Red Flags and Plan Score arm retirement professionals to target new business.

American Directory of Group Insurance

Access to over 110,000 key
plan decision-makers. Find the best opportunities for new business.

Directory of Self-Funded Group Plans

The largest directory of self-funded plans, with access to key decision-makers and useful prospecting data.

Brokers & Carriers
Market Share Database

The premier database of normalized, policy-specific information organized and searchable on the carrier, broker and sponsor levels.

FreeERISA

The most trusted Form 5500 lookup tool,
covering health, dental, life and
401(k) plans and it’s 100% free.

EIN Finder

The most epository of more than 10 million Employer Identification Numbers, EIN Finder includes addresses, phone numbers, and reverse-lookup capability.

Standard Directory of
Third Party Administrators

Detailed profiles and competitive data for more than 1,300 TPAs. Easily searchable and exportable.

Compass

The premier source for hard-to-find Schedule of Assets data for mutual funds and advisors.

401(k) Benchmark Report

A free, comprehensive overview
of more than half a million 401(k) plans
across 25+ different industries.

Complete Plan Review

A targeted dive into the 401(k) plans of a specific employer group with direct peer comparisons.

Custom Services

Our senior advisory team is ready to
support you with industry-leading
custom analysis and research.

Contact Judy Diamond

For questions or inquiries, contact us or call 800.231.0669.

Connect with Judy Diamond

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