For retirement plan recordkeepers
See where plan relationships are moving.
Compare plan, sponsor and reported provider history across public filings, then keep every reviewed signal connected to its year and source.
A change in the public record is a review signal. It does not establish the commercial relationship, effective date or reason.
Relationship intelligence
Map the market with the source intact.
- IdentityPlans and sponsors
- Connect public filing history under the plan and sponsor record so teams can review changes across years instead of treating each return as a separate lead.
- ProvidersReported relationships
- Review service-provider names and available service context from public filings. Recordkeepers, trustees, custodians, TPAs and advisers are distinct roles and should not be collapsed into one label.
- MovementYear-over-year signals
- Surface additions, removals or naming changes for review. Entity matching and role classification remain visible so a signal can be verified before use.
- ContextPlan scale and history
- Bring participant, asset and filing-history context beside a relationship change without suggesting why the sponsor made a decision.
Market review workflow
Watch the market without guessing at the reason.
Public filings can show that the reported record changed. Your team verifies the entity, assesses relevance and records the commercial context.
Find the sponsor
Open all connected plans and their available public filing history.
Review the years
See reported provider identities in historical sequence.
Inspect the filing
Open the schedule or attachment supporting the displayed relationship.
Assign the signal
Record ownership, activity and next action only after review.
Plan-aware pipeline
Keep market context beside the opportunity.
The CRM keeps the filing-derived record, reviewed change signal and user-entered relationship history distinguishable while placing them in one workflow.
The evidence boundary
A public change. Not a commercial conclusion.
Reporting is not exhaustive. Public filings may not identify every provider relationship, and a name can refer to a different affiliated legal entity or service role.
Movement needs review. A year-over-year difference does not establish when a relationship changed, why it changed or whether an opportunity exists.
See the relationship. Open the source.
5500RADAR is in active development. Recordkeepers can request a product conversation and help shape the market-intelligence workflow.