For retirement plan advisers
Read the plan. Then start the conversation.
Review public filing history, reported service-provider relationships and financial context before deciding which plan deserves a closer look.
Public evidence and product-derived review signals remain labeled separately from user-recorded CRM activity.
Start with evidence
Find the change worth understanding.
- Plan historySponsor and plan context
- Connect filing years under the same plan and sponsor so a change is read in sequence, not as an isolated annual return.
- RelationshipsReported providers
- Compare service-provider identities reported in public filings. Provider classifications remain connected to the filing that supports them and may require professional review.
- EconomicsFiled financial context
- Bring forward plan assets, contributions, participant counts and reported compensation where available. These are review inputs, not a finding that fees are unreasonable.
- DocumentsAvailable audit evidence
- Open the filed audit attachment and inspect opinion, scope and disclosed matters with the source page still attached.
Plan-aware workflow
From market signal to documented follow-up.
The CRM starts with the public plan record. Your team decides whether the evidence is relevant, records the relationship and owns every outreach decision.
Find the plan
Search sponsors and plans across public Form 5500 history.
Open the source
Read the schedule, filing year or attachment behind the signal.
Add context
Compare relevant years and provider relationships without inferring a cause.
Record the next step
Assign ownership, document activity and move a reviewed opportunity forward.
One connected record
A CRM that knows the plan.
Keep public evidence, product-derived review signals and user-entered relationship work in one view without presenting them as the same kind of fact.
The professional boundary
Context for review. Not investment advice.
The filing is historical. Form 5500 data is public, periodic and subject to amendment. A reported change does not establish why it occurred.
The judgment remains yours. 5500RADAR does not determine fiduciary status, fee reasonableness, investment prudence or the suitability of any recommendation.
Bring the plan. Keep the source.
5500RADAR is in active development. Advisers can request a product conversation and help shape the plan-intelligence workflow.