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.
Planned experience. Public filing information may be historical, incomplete or amended.
A free window into the public record
See what was filed. Know where it came from.
- 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
A clearer path through the filing.
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.
Find the plan
Locate the public plan record without navigating raw filing archives.
Read the years
Move through available filing history in a consistent structure.
Follow the source
Open the schedule or attachment behind a displayed fact.
Ask a better question
Take documented context to the professional responsible for the decision.
Designed to explain, never prescribe
Three kinds of information, kept distinct.
Clear labels will distinguish what the plan filed, what 5500RADAR derived from public history and what still requires professional review.
What it will not do
A clearer record. Not a professional conclusion.
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.
Help shape the free sponsor experience.
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.