Sample · real filing
Grade DFORREST TIRE COMPANY, INC.
NM · 401(k) · 223 participants
- Plan assets
- $22.4M
- Admin fee
- 1.97%
Every plan with a filing, every business without one, and the person who decides.
Search 1M+ plans freeor book a 30-min demoFree to search, no account · 15+ public data sources
Red flagAdmin fees at 2.1% of assets
Grade D. Plans this size typically run well under 1%.
KIMRAY, INC.
Oklahoma City, OK · 1,083 participants · $100M · Grade D
The Form 5500 is where other tools stop. We add 15+ sources, the businesses with no plan yet, and the person who decides.
928,434 employer plans · $14.18T in participant assets · 50 states + DC
Loading the map… · Form 5500 filings through 2026-09-25 · pooled trusts excluded
Takeovers from overpaying plans, startup plans for businesses with no plan yet, and rollovers from plans shutting down.
Its fee grade against peers its size, straight from its latest Form 5500. No account needed.
1 Pick a prospect
Sample · real filing
Grade DNM · 401(k) · 223 participants
2 Run the numbers
Your revenue
per year at 0.25%
Fee headroom
per year above a 0.50% Grade-A fee
Your revenue $56,000 per year at 0.25%. Fee headroom $329,280 per year above a Grade-A fee.
Cost to find a plan like this: 10 credits ($1)4,760 Grade-D 401(k)s over $500K to choose from
Find plans like this →A brief on why the plan is winnable, a four-email sequence in your voice, and a branded plan review the sponsor’s CPA can check.
AI prospecting assistant
Illustrative example
Client-ready report
The brief and drafts come with any plan unlock (10 credits); the decision-maker’s email is 30 more. Drafts that promise savings or returns are rejected before you see them.
771,049 plans graded:A · 504,261B · 181,381C · 58,569D · 26,838
Filed assets include pooled investment trusts; the map above counts employer plans only.
15+ public sources, reconciled to the filing line
Decision-maker contacts are confidence-scored and cross-checked against the sponsor’s domain — wrong contact, auto-refund.
There’s an overpriced plan down the street. Finding it used to cost $795–$3,900 a year per seat.
Modern pay-as-you-go advisor prospecting with full Schedule C provider compensation + confidence-scored decision-maker enrichment.
Longstanding incumbent. Annual seat license, sales-led onboarding, CRM features built in.
Compare →Modern enterprise entrant — plan data plus advisor data, sold through demos to large RIAs and aggregators.
Compare →Compliance-grade 5500 attachment research for TPAs and ERISA attorneys. No decision-maker contacts.
Compare →Now the data engine inside ISS MarketPro. Built for asset managers and recordkeepers, not advisor prospecting.
Compare →RiXtrema's plan database with a 1.2M+ executive contact file and built-in email campaigns on higher tiers.
Compare →Broadridge fiduciary-rating toolkit. Different category — used for fund monitoring, not plan prospecting.
Compare →Free single-plan lookup, owned by Judy Diamond. Useful for one-off research, not systematic prospecting.
Compare →The Judy Diamond alternative →See the full ranked comparison →
Every plan comes from the Department of Labor’s public Form 5500 filings, joined with 15+ other public datasets and laid out the way advisors prospect: fee grade first, then the decision-maker, then outreach.
Search every plan free, with no account. Credits are spent only when you unlock a plan or a confidence-scored decision-maker, they never expire, and a wrong contact refunds automatically.
“I’m a financial advisor. I built 401kHunter because finding an overpaying plan meant a seat license and a sales call, for data the DOL publishes free. If something’s broken or missing, email me. I read every message.”
Jacob Parent
info@401khunter.com50 free credits when you sign up. Pro is $100/mo when you prospect every week.
What a credit buys: plan unlock 10 credits ($1) · decision-maker email 30 · direct dial +20
Top up credits as you need them. No subscription.
250 credits for $25 · 10¢ per credit · a plan unlock is $1 of it
1,500 credits delivered every month, on tap.
Or $83/mo billed annually ($1,000/yr · save $200)
No card · credits never expire · wrong contact auto-refunds
Explore the three ways to win new revenue, and how 401kHunter minimizes friction in your prospecting journey.
What you’ll see
Branded reports free for a year.
Book a 30-minute demo. New accounts get branded reports free for a year.
Book a 30-min demoAttend live within 14 days of creating your account. One per firm. Turned on after the call.
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.
We compute admin expenses divided by the larger of the plan’s beginning- and end-of-year assets, from the plan’s own filing (Schedule H or I on the full 5500, or the 5500-SF itself). On the standard scale, for defined contribution plans such as 401(k)s with at least $100K in assets, Grade A is below 0.5%, B is 0.5–1.0%, C is 1.0–1.5%, and D is above 1.5%. Smaller plans (from $10K) and pension plans are graded on their own scales against similar-size peers, and their grades are labelled with the scale. Grade D plans are the easiest takeover pitch.
Same public Form 5500 filings, built for advisor prospecting rather than research: every plan scored, with A–D fee grades and 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 an annual seat license. Searching is free and needs no account.
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.
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.
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.
401kHunter is built and operated by JSP Global Consulting LLC, a U.S. company. It exists because legacy Form 5500 tools sell annual seat licenses and hide pricing behind sales calls. Questions go to info@401khunter.com — the founder reads every message.
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.
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.
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.
Get 50 free credits