What is 5500RADAR?
5500RADAR is a pre-launch plan-intelligence and workflow platform that turns public Form 5500 filings and available audited financial statements into one source-linked employee benefit plan record.
Plan intelligence for the employee benefits market
Every filing.Every relationship.One plan record.
Connect public Form 5500 filings, available audited financial statements, provider history, and plan-aware CRM work—without losing the source.
Illustrative plan intelligence and pipeline product tour
The animation searches a synthetic plan, opens its public filing history, reviews source-linked audit and forfeiture signals, shows user-recorded ownership and contact activity, and prepares a sales proposal. No real sponsor, plan, contact, or negative company fact is shown.
The short answer
What 5500RADAR is—and what it does not decide.
Public filing intelligence with the professional boundary kept visible.
Who is 5500RADAR for?
5500RADAR is built for retirement plan advisers, employee benefit plan auditors and CPA firms, TPAs and administrators, recordkeepers and other providers, and plan sponsors. Each audience works from the same source-linked plan record.
What data does 5500RADAR use?
5500RADAR uses public Form 5500 filings and available attachments disclosed by the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA). Each displayed fact keeps its plan year and filed source; product-derived signals are labeled.
Does 5500RADAR decide whether a plan needs an audit?
No. 5500RADAR helps prioritize professional review; it does not make legal, accounting, audit, tax, fiduciary, or investment conclusions. Public filings may be late, amended, incomplete, or incorrect, so a qualified professional must confirm the source and plan-specific facts.
Which CRM, document, and data integrations are available?
The private pre-launch product includes a plan-aware CRM. Connections to Salesforce, HubSpot, DocuSign, and PandaDoc, along with public APIs, webhooks, SEC data, and company-news signals, are planned and are not currently available.
One record. Five working views.
The same plan.
Different questions.
Auditors, advisers, TPAs, recordkeepers, providers, and sponsors should not have to rebuild the public record from separate databases. Each view begins with the same filing year, attachment, provider relationship, and source.
One source-linked record. Audience-specific workflows do not change the evidence underneath them.
Compare every solution
The public plan universe
629,747
public plan records connected across filing years.
Searchable public plan history—not a purchased contact list.
Product-prioritization flag, not a legal audit-required conclusion. Prospecting context, not a filing conclusion.
- $13.94T
- Latest reported plan assets Direct Filing Entities excluded
- 83,698
- Plans flagged for audit review Derived from filing history; exceptions and waiver conditions require review
- 25,754
- Plans near the threshold 80–99 participants with account balances
Verified against the current product dataset · 21 August 2026 · Coverage and definitions
One plan workspace
Every signal points back to the source.
Open a plan to see filed facts, derived signals, and your team’s work in one place. Each layer stays labeled, so evidence and follow-up never blur together.
Try
Synthetic record only. Runs locally in this page. No plan, client, or participant data.
Sample result · First large-plan filing transition
2024
Illustrative Manufacturing 401(k) Plan
- Participants with account balances at beginning of year
- 127
- 2024 Form 5500
- Prior filing category
- Small plan
- 2023 filing
- Current filing category
- Large plan
- 2024 filing
Product-derived screening context127 is above 120, so the prior-year election is unavailable. The waiver of the independent qualified public accountant (IQPA) report is not evaluated because this is a large-plan filing.
First large-plan filing
The synthetic 2024 filing reports 127 participants with account balances at the beginning of the plan year, after a 2023 small-plan filing.
Structured factSmall plan → Large plan
127 is above the 80–120 election band; the prior-year category election is unavailable for this filing.
Illustrative sources only · No real plan, sponsor, auditor, client, or participant data. An unmodified opinion, normal ERISA §103(a)(3)(C) scope, and a separate filing disclosure can coexist. Public filings do not grade audit quality, prove an unresolved violation, or certify current-year readiness.
Audit requirement screenDoes this plan need an audit?Screen the filing category and small-plan waiver without treating the result as a professional conclusion. Open audit checkerClose audit checker
A clear operating rhythm
Find. Verify. Act.
The evidence and the relationship history stay in one plan workspace.
- 01Find
Search audit status, filing changes, providers, and ownership.
- 02Verify
Open the filing year, attachment, schedule, or source page.
- 03Act
Review contacts, log activity, and prepare the next outreach.
Latest insightsFiled evidence, audit rules, and industry updates.
Read all insights →
Audit qualityWhat DOL’s audit-quality studies mean for plan sponsorsRead article →
Filing rulesThe 80–120 election: what the rule actually saysRead article →
Promotional firm profileCaron Bletzer’s employee benefit plan audit practiceRead article →
The Caron Bletzer article is a promotional firm profile; the professional affiliation is disclosed in the article.
Become a design partner →Illustrative workflow. Filed facts, derived signals, and team activity are labeled separately.
Designed to connect
Intelligence in.
Workflow out.
5500RADAR is being built as the plan-intelligence layer between public evidence and the systems teams already use. The roadmap is explicit so planned connections are never mistaken for live ones.
Explore Integrations & API
Private pre-launch
5500RADAR plan workspace
Public filing intelligence · available financial statements · plan-aware CRM
CRMSalesforce · HubSpotPlanned
DocumentsDocuSign · PandaDocPlanned
PlatformDeveloper API · webhooksPlanned
External signalsSEC data · company newsPlanned
Third-party integrations, public APIs, SEC data, and company-news connections shown here are roadmap items and are not currently available.
Focused early access
Bring one filing.
Ask one real question.
We’ll show what the public record supports, where each result comes from, and where professional review begins. For this pre-launch release, we are reviewing a small number of early-access and design-partner requests.
Source-linked by design. Every result keeps its year, schedule, attachment, or derivation visible—and keeps professional-review boundaries clear.