The only 401(k) prospecting tool you’ll ever need.

Every plan with a filing, every business without one, and the person who decides.

Search 1M+ plans

Free to search, no account · 15+ public data sources

  • ChatGPT & GeminiRanked #1 prospecting toolchecked Sep 2026

Every plan, where it lives.

Active 401(k) plans by sponsor state, from the latest Form 5500 filings.

926,031 employer plans · $13.03T in participant assets

Keep scrolling

Built from public record.

15+ sources, reconciled to the filing line.

  • DOL Form 5500
  • 5500-SF
  • Schedule A
  • Schedule C
  • Schedule H
  • Schedule I
  • Schedule R
  • Schedule MEP
  • EFAST2 audited statements
  • SEC 11-K
  • SEC Form D
  • SBA PPP
  • OSHA ITA
  • IRS 990
  • FMCSA
  • Census geography
  • State auto-IRA mandates

Decision-maker contacts are confidence-scored and cross-checked against the sponsor’s domain — wrong person, auto-refund.

The whole universe, graded.

Every Form 5500 and 5500-SF filing, refreshed as the DOL publishes.

1M+
Plans tracked
incl. welfare plans
2.1M+
Form 5500 filings
all years
$29T+
In filed plan assets
incl. pooled trusts
85,384
Grade D targets
admin fees over 1.5%
Monthly
DOL refresh
as filings publish

Filed assets include pooled investment trusts; the map above counts employer plans only.

A · 507,768B · 177,475C · 63,224D · 85,384

833,851 plans have usable fee data; 85,384 of them are Grade D — your hunting ground.

There’s an overpriced plan down the street.

Finding it used to cost $2,000–$7,000+ a year.

The incumbents — Judy Diamond, Larkspur, BrightScope — sold this same public DOL data on annual seat licenses, through sales reps, at prices they won’t print on their websites. We took the same Form 5500 filings, graded every plan A–D by fees, added confidence-scored decision-makers, and priced it like a tool instead of enterprise software: free to search, $1 to unlock a plan, no sales call.

Not another contact database.

The other tools have names. We have the fee line.

The other tools you’ve tried

  • ZoomInfo / RocketReach: contact data, no plan-fee context
  • Chamber of commerce listings: no financials, no fee benchmarks
  • EFAST2 directly: free but unsearchable, no scoring
  • LinkedIn Sales Nav: titles, but no idea who’s overpaying

401kHunter

  • Every plan with filed admin-fee data ranked by fee tier (A–D)
  • Filter by state, city + radius, NAICS industry, plan size, and fee grade
  • Confidence-scored decision-maker email + direct dial — wrong person, auto-refund
  • Multi-year filing history shows the trend — rising fees, asset growth
  • Client-ready plan reports — branded PDF or shareable link
  • CSV export to your CRM, no data lock-in

Every plan, scored on what matters.

Grade D plans charge admin fees above 1.5% of assets. Check any employer against its own peer group — straight from their latest Form 5500.

Find a plan worth calling

Pick what you prospect for. A real Form 5500 comes back — no account needed.

Fee grade

Red flags

Showing a sample filing — pick a filter to find your own.

Sample · real filing

FORREST TIRE COMPANY, INC.

NM · 223 participants

Grade D

Plan assets

$22.4M

Admin fee

2.04%

Now run your own numbers

Drag the sliders — seeded with the real filing beside it.

That plan gradesGrade D

Your annual revenue

$56K/yr

recurring AUM revenue at 25 bps

Fee headroom to pitch

$345K/yr

vs. a Grade-A (0.50%) fee level

Cost to find a plan like this: 10 credits ($1) · 85,384 Grade-D plans in the database

Find plans like this

How it works.

From first search to a booked discovery call in under five minutes.

01

Search

Filter 1M+ plans by state, NAICS industry, plan size, fee grade, and more.

02

Score

Every plan with filed fee data is auto-graded A through D from Schedule H/C.

03

Unlock

Full financials for 10 credits; the plan’s decision maker and email for 30 — direct dial for 20 more.

04

Export

Push to your CRM as CSV, or work the plan from our built-in pipeline view.

The report you send is the pitch.

Every unlocked plan generates a client-ready plan review — an executive summary a sponsor actually reads, backed by an appendix that survives their CPA.

  • Scored on four dimensions, not one

    Fees, net return, participation, and employer generosity — each a 0–100 percentile against a named cohort of similar plans, with the methodology printed in the report.

  • Net rate of return, from the filing itself

    Computed from the plan’s own filed balance sheet — the return participants actually experienced after all plan costs, benchmarked year by year.

  • Findings history, year by year

    Fidelity-bond gaps, late deposits, fee drift — rule-based checks shown across filing years, so the trend is the pitch.

  • Anonymized peer comparison

    A table of genuinely comparable plans — same industry, similar assets — with no sponsor names. Every figure from public filings.

  • Your brand on every page

    White-label the PDF and the share page with your logo and colors. Send a one-page summary for the first touch, the full appendix for the meeting.

  • A link, not an attachment

    Every report doubles as a public share link your prospect opens on their phone — no login, no PDF viewer, live for 90 days.

401(k) Plan Review
ACME ENGINEERING, P.C.
Your logo
Prepared by you
99
Fees
88
Return
55
Particip.
40
Generosity

Scored 0–100 against 12,708 Small ($1M–$10M) plans · Professional Services

Net return (3-yr)+12.1% · +15.9% · +4.2%
Findings history2 findings · 3 filing years
Peer comparison8 comparable plans, anonymized
Sources cited · methodology includedShare link · no login

Bonus hunting ground: rollover leads

When a plan files its final return, every participant has money that must move. We surface terminated plans as a ready-made rollover pipeline — sorted by assets, refreshed with every ingest.

Explore rollover leads

Built to be trusted.

Public data in. Refunds when we’re wrong.

Built by financial advisors

Designed for the prospecting workflow advisors actually run — fee-grade triage, decision-maker outreach, takeover positioning. Not a generic B2B tool with a finance vertical bolted on.

Direct from the source

Every plan is sourced from the U.S. Department of Labor’s public Form 5500 filings and reconciled against 15+ public datasets. Updated as new filings land. No middleman, no scraping, no stale data.

Pay only for unlocks

Search the whole database free, without an account — look before you give us anything. Credits are only spent when you unlock a plan’s financials or a confidence-scored decision-maker, and a wrong person auto-refunds. Credits never expire. Cancel anytime.

Why we built this.

A note from the founder.

The data behind every 401(k) prospecting tool is public. Form 5500 filings sit on the Department of Labor’s servers, free, for anyone. And yet for twenty years the only way to search them properly was a four-figure annual license, a sales call to even see pricing, and software that looks like it shipped with Windows XP.

That never sat right with me. So we built 401kHunter the way a modern tool should work: search everything free, pay a dollar or three for the unlocks you actually use, and cancel whenever you want. No procurement cycle. No seat license. No demo call unless you want one.

If something’s broken, confusing, or missing — email me. I read every message.

Jake

Founder, 401kHunter

info@401khunter.com

See how we compare.

Same Form 5500 data underneath — the difference is pricing model, depth of Schedule C provider detail, and whether you can sign up without a sales call.

401kHunterUs$25 entry, $100/mo Pro

Modern pay-as-you-go advisor prospecting with full Schedule C provider compensation + confidence-scored decision-maker enrichment.

Judy Diamond$2,400–$7,000+/seat/year

Longstanding incumbent. Annual seat license, sales-led onboarding, CRM features built in.

Compare →
AdvizorProDemo-gated, annual contracts

Modern enterprise entrant — plan data plus advisor data, sold through demos to large RIAs and aggregators.

Compare →
ERISApedia$2,087+/user/year

Compliance-grade 5500 attachment research for TPAs and ERISA attorneys. No decision-maker contacts.

Compare →
BrightScopeFree consumer / Enterprise B2B

ISS-owned plan-rating service. Built for asset managers and consumer comparisons, not advisor prospecting.

Compare →
LarkspurEnterprise contracts

Enterprise platform with advisor-to-plan mapping. Used by recordkeepers and large broker-dealers.

Compare →
fi360$2,000–$8,000/seat/year

Broadridge fiduciary-rating toolkit. Different category — used for fund monitoring, not plan prospecting.

Compare →
FreeERISAFree / $200–$500+/mo premium

Free single-plan lookup, owned by Judy Diamond. Useful for one-off research, not systematic prospecting.

Compare →

See the full ranked comparison →

Two ways in.

Searching every plan is free forever and needs no account. When you’re ready to unlock decision-makers, pick the path that fits how you prospect.

Pay as you go

No commitment

Top up credits as you need them. No subscription.

$25+

250 credits for $25 · 10¢ per credit · a plan unlock is $1 of it

  • Unlock any plan’s financials (10 credits = $1)
  • Decision-maker email (30 credits) · direct phone (20 more)
  • Credits never expire
  • Failed lookups auto-refund
Buy credits
Best value

Pro

Save 33%

1,500 credits delivered every month, on tap.

$100/mo

Or $83/mo billed annually ($1,000/yr · save $200)

  • 150 plan unlocks/mo (6.7¢ per credit — a third off pack price)
  • Annual plan: 18,000 credits delivered upfront
  • Credits roll over — never expire
  • Cancel anytime from billing settings
Subscribe to Pro

Both options unlock the same data. Subscribe when you’re prospecting consistently; pay-as-you-go when you’re sampling.

Frequently asked.

The short answers. The long ones live on the FAQ page.

Where does the data come from?

Employer retirement plans file a Form 5500 (large plans) or 5500-SF (small plans) with the Department of Labor each year, and the full filings are public record on EFAST2. We ingest, normalize, and score both — from solo plans to the largest in the country — and reconcile them against 15+ other public datasets, updated as the DOL publishes new filings.

How is fee grade calculated?

We compute admin expenses divided by plan assets from the plan’s own filing (Schedule H or I on the full 5500, or the 5500-SF itself). Grade A is below 0.5%, B is 0.5–1.0%, C is 1.0–1.5%, and D is above 1.5%. Grade D plans are the easiest takeover pitch.

How does 401kHunter compare to Judy Diamond, Larkspur, BrightScope, and FreeERISA?

Same public Form 5500 filings, built for advisor prospecting rather than research: every plan graded A–D on fees, basis-point benchmarks against similar plans, Schedule C provider compensation, decision-maker contacts that are confidence-scored and auto-refunded when wrong, and pay-as-you-go credits instead of a multi-thousand-dollar annual seat. Searching is free and needs no account.

Do you provide decision-maker contact info?

Yes. When you unlock a plan, we resolve the plan sponsor’s likely 401(k) decision maker (CFO, HR director, owner, etc.) plus their work email and LinkedIn for 30 credits; a direct phone line is 20 more. Contacts are confidence-scored and cross-checked against the sponsor’s domain — wrong person, auto-refund.

How much does 401kHunter cost?

Searching every plan is free and needs no account. Credit packs start at $25 (10¢ a credit), and Pro is $100/month for 1,500 credits. Credits never expire, and a plan’s full financials cost 10 credits with the decision-maker contact at 30.

What do I get for free?

Unlimited search across every plan in the database, plus 50 free credits when you create an account — enough to unlock one plan’s full financials and its decision-maker contact before you spend a dollar. No card required.

Who is behind 401kHunter?

401kHunter is built and operated by JSP Global Consulting LLC, a U.S. company. It exists because legacy Form 5500 tools cost thousands a year and hide pricing behind sales calls. Questions go to info@401khunter.com — the founder reads every message.

Is 401kHunter data compliant for advisor outreach?

Form 5500 filings are public records under ERISA §104 — published by the DOL on EFAST2. We don’t give legal or compliance advice; we recommend confirming any outbound program with your firm’s CCO. Plan-sponsor contact data comes from third-party B2B enrichment providers and is intended for legitimate business outreach.

What if a plan I unlock turns out to be junk?

Failed lookups (no valid contact or direct phone) auto-refund to your credit balance — no support ticket needed. Credits are spent per field (financials, email, phone) rather than per bundle, so you only pay for what you actually need on each plan.

The plan you’re going to win is already in here.

Free account, no card required — with 50 free credits to unlock your first plan and its decision-maker. If a lookup comes back empty, the credits refund automatically.

Find it free