For third-party administrators

Read the history. Prepare the next year.

Bring public plan characteristics, filing history, participant counts, schedules and available attachments into view before the next plan-year conversation.

Request access Open a sample record

TPA review pathIllustrative · no company facts

Plan characteristicsForm 5500 or Form 5500-SF, by year

Participant contextFiled counts with definition and period

SchedulesAvailable financial and service-provider disclosures

Next actionUser-recorded follow-up and ownership

The public filing supplies context. The governing plan document and administration records remain controlling for operations.

Public record, clearly bounded

See what was filed.

CharacteristicsPlan design signals: Review characteristics reported on the annual return, including plan type and available feature codes, without treating the filing as a substitute for the plan document or adoption agreement.
ParticipantsCount with context: Keep each participant measure tied to its definition and period. For defined-contribution large-plan status, beginning-of-year participants with account balances and the 80–120 rule require context beyond a single headcount.
HistoryReturns and amendments: Compare filing years and see the latest available public return. The record is periodic, may be amended and does not show every operational event between filings.
RelationshipsReported providers: Bring reported service-provider identities and available compensation disclosures forward for review, with the original schedule and year still attached.

A practical review sequence

Put the filing beside the work you already own.

5500RADAR organizes the external public record. Your administration system, census data, payroll files, testing results and plan document remain the operational sources of truth.

Locate

Open the plan

Search the sponsor and connect its available filing history.

Trace

Read the source

Open the return, schedule or attachment behind a displayed fact.

Compare

Review the years

See reported characteristics and relationships in historical sequence.

Prepare

Record follow-up

Capture the question, owner and next action inside the plan record.

Sponsor-wide context

One sponsor. Every related plan.

Connect plans under a sponsor so public filing history is easier to review across plan types, years and reported provider relationships.

Sponsor and plan registerSource-linked fields

Plan characteristicFiled evidenceValue, definition, filing year and source

Historical changeProduct derivationCompared across available public returns

Administration follow-upUser recordedOwner, question, notes and next action

The professional boundary

Filing context. Not plan administration.

The plan document governs. Eligibility, contributions, vesting, distributions and other operational terms must be determined from the governing document and complete administration records.

No compliance conclusion is automated. Public filing data cannot establish that a plan passed testing, operated according to its terms or completed a correction.

Bring the history into the next conversation.

5500RADAR is in active development. TPAs can request a product conversation and help shape the plan-intelligence workflow.

Request access Read the methodology