For plan sponsors Planned free access · In development

Your public plan record, made understandable.

We are building a free plan-sponsor experience that organizes public Form 5500 history, schedules and available attachments in one source-linked view.

This experience is not available yet. Registering interest does not create an account or provide immediate sponsor access.

FindSearch the plan's public record
ReadReview filing years, schedules and attachments
UnderstandSee definitions and source-linked context
PrepareBring documented questions to the right professional

Planned experience. Public filing information may be historical, incomplete or amended.

A free window into the public record

Plan recordOne connected history
The planned sponsor view will organize available public returns by plan and filing year so the record can be read in sequence.
SourceEvery fact attached
Displayed filing facts will retain the relevant year, schedule, attachment or page reference rather than appearing as unsupported conclusions.
DocumentsAvailable attachments
Where the filing includes an audited financial statement or other public attachment, the planned experience will make it easier to open and review.
ContextPlain-language definitions
Technical fields will be explained without turning public filing information into legal, accounting, tax, audit, fiduciary or investment advice.

What we are building first

The first sponsor experience is planned as a focused public-record view, not a replacement for the plan's administrator, recordkeeper, adviser, auditor or legal counsel.

Search

Find the plan

Locate the public plan record without navigating raw filing archives.

Open

Read the years

Move through available filing history in a consistent structure.

Trace

Follow the source

Open the schedule or attachment behind a displayed fact.

Prepare

Ask a better question

Take documented context to the professional responsible for the decision.

Designed to explain, never prescribe

Clear labels will distinguish what the plan filed, what 5500RADAR derived from public history and what still requires professional review.

Planned sponsor recordStatus · In development
Filed factPublic evidenceValue, definition, filing year and source
Historical comparisonProduct derivationMethod stated and source years visible
Professional questionSponsor preparedTaken to the appropriate engaged professional

What it will not do

It will not replace your plan systems. Public filings are periodic and cannot substitute for current administration, participant, payroll, investment or governance records.

It will not make the decision. Audit, compliance, fiduciary, legal, tax and investment conclusions remain with the appropriate engaged professionals.

Tell us what you need to understand about your public plan record. The sponsor experience is planned and remains in active development.

Registering interest does not create an account or provide immediate access.