5500RADAR

Built for the plan ecosystem

Five teams. One evidence record.

The filing does not change when the person reading it does. 5500RADAR keeps the source intact, then brings the right history, comparison and next step into view for each role.

01 / Auditors & CPA firmsWhich plans are approaching a likely first audit—and what did the last report say? 02 / AdvisersWhere do fees, funds or forfeiture balances deserve a closer review? 03 / RecordkeepersWhich sponsor and provider relationships are changing? 04 / TPAsWhat does the filing history mean for the next plan year? 05 / Plan sponsorsHow does this plan compare with relevant peers—and what supports the answer?

The five lenses

Same facts.
Different work.

Each view begins with the filed return, schedules and available attachments. The product changes the question in front of the evidence; it does not loosen the link back to the source.

02 / Advisory

Retirement plan
advisers

Bring reported compensation, named holdings, provider history and disclosed forfeiture balances into a more focused fiduciary conversation. Peer context helps direct diligence; it does not turn “above median” into a legal conclusion.

Explore the adviser workflow

Evidence brought forward

Fee context
Reported Schedule C compensation and relevant peer distributions, with plan size and structure in view.
Fund review
Named positions from the Schedule of Assets, organized for follow-up on share classes, concentration and services.
Forfeitures
Disclosed balances and year-over-year movement surfaced as review signals, not automatic findings of misuse.
Provider history
Filed adviser and service-provider relationships resolved across plan years and sponsor families.

03 / Platform

Recordkeepers

See public relationships as a market, not a pile of filings. Plan-to-sponsor resolution and provider history expose movement across an employer’s plan family while keeping each relationship tied to the year it was reported.

Explore the recordkeeper workflow

Evidence brought forward

Market movement
Filed provider additions, exits and changes across years, normalized to the firm behind the spelling variants.
Sponsor families
Retirement and welfare plans connected to the employer relationship behind them.
Opportunity context
Plan population, assets, audit status, advisers and reported service-provider arrangements in one record.
Public-company context
11-K filer identification. Direct SEC document linking remains in active development.

04 / Administration

TPAs

Read the current filing in the context of the years that produced it. The plan’s population, filing status, service providers and approaching first-audit transition stay visible before work moves between the sponsor, TPA and auditor.

Explore the TPA workflow

Evidence brought forward

Population history
Beginning-of-year participants with account balances, with the prior filing category needed to resolve the 80–120 election.
Filing history
Form type, plan characteristics, amendments and the latest year seen in the public record.
First-audit transition
A forward-looking signal when filing history points toward large-plan status for the coming filing year.
Shared handoff
Sponsor, plan family, auditor and provider context available before coordination begins.

05 / Fiduciary

Plan sponsors

A free sponsor view is planned so sponsors can see the public record the way an auditor, adviser or prospective provider may see it, inspect the evidence behind each signal, and bring sharper questions to the professionals serving the plan.

See the free sponsor-view plan

Evidence brought forward

Planned peer context
Reported fees and plan measures placed inside a relevant size and plan-type cohort.
Planned audit context
The filed report, opinion classification, attachment inventory and disclosed contribution matters.
Planned provider picture
Filed relationships and sponsor-level plan connections collected in one place.
Planned review trail
Source-linked facts and reports that support a documented process; professional judgment remains with the fiduciaries and advisers.

One connected spine

The source survives
every handoff.

A benchmark without its cohort is only a number. A finding without its filing year is only a claim. 5500RADAR keeps the source, the derivation and the commercial record connected.

01ReturnForm 5500 / 5500-SF
02SchedulesA, C, D, G, H, I and R
03AttachmentsAudit report and statements
04HistoryYear-over-year determination
05BenchmarkRelevant peer context
06WorkflowPlan, sponsor and CRM record

The professional boundary

Evidence first.
Judgment stays yours.

What 5500RADAR can show

  • What was filed, attached and reported for a specific year.
  • How participant counts, providers, fees and disclosures changed.
  • Where a comparison or disclosure deserves professional attention.
  • Which source supports a structured fact.

What the data cannot decide

  • Whether an audit’s underlying workpapers were sufficient.
  • Whether a fund or service arrangement is prudent based on cost alone.
  • Whether a forfeiture balance creates a fiduciary breach or litigation exposure.
  • Legal, accounting, tax, audit or investment advice.

Pre-launch · active development

Bring the question.
We’ll bring the filing.

Show us a plan you already know and the decision you are trying to make. We’ll walk from the public record to the evidence, the relevant comparison and the place it belongs in the work.

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