The average plan surfaced on 401kHunter holds ~$14M in assets. Win just ONE 25 bps takeover and that’s roughly $35,000/year in recurring AUM revenue.
We analyze every Form 5500 filing, score plans by takeover potential, and surface the opportunities most advisors miss.
Search free. Your account starts with 5 free credits — enough to unlock your first plan and its decision-maker before paying anything.
Free to search. Credits only when you unlock financials or decision-maker contact info.
Try it — type any employer’s name. Real DOL data, no signup.
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 decision-maker contacts, and priced it like a tool instead of enterprise software: free to search, $1 a credit, no sales call.
Grade D plans charge admin fees above 1.5% of assets. That’s a takeover pitch you can write in your sleep. This one is real — straight from its latest Form 5500 filing.
401(k) Profit Sharing Plan · New Mexico · 223 participants · 2025 Form 5500
Per its own filing, roughly $457K/yr walks out the door to incumbent providers. Win a takeover like this at 25 bps and you put ~$56,000/yr of recurring AUM revenue on your book.
Now run your own numbers
Drag the sliders — seeded with the real plan on the left.
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: 1 credit ($1) · 71,088 more Grade-D plans in the database
Find plans like this — 5 free creditsFrom your first search to your first booked discovery call, in under five minutes.
Filter 1M+ plans by state, NAICS industry, plan size, fee grade, and more.
Every plan is auto-graded A through D from Schedule H/C admin fee data.
Spend 1 credit to reveal the plan’s decision maker, email, and direct dial.
Push to your CRM as CSV, or work the plan from our built-in pipeline view.
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. Updated monthly as new filings land. No middleman, no scraping, no stale data.
Pay only for unlocks
Searching is free. You only spend credits when you unlock a plan’s decision-maker contact info. Credits never expire and roll over each cycle. Cancel anytime.
Why we built this
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 a credit 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
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.
| Tool | Pricing | Positioning | |
|---|---|---|---|
| 401kHunterUs | $25 entry, $100/mo Pro | Modern pay-as-you-go advisor prospecting with full Schedule C provider compensation + Apollo decision-maker enrichment. | — |
| Judy Diamond | $2,400–$7,000+/seat/year | Longstanding incumbent. Annual seat license, sales-led onboarding, CRM features built in. | Compare → |
| AdvizorPro | Demo-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 → |
| BrightScope | Free consumer / Enterprise B2B | ISS-owned plan-rating service. Built for asset managers and consumer comparisons, not advisor prospecting. | Compare → |
| Larkspur | Enterprise 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 → |
| FreeERISA | Free / $200–$500+/mo premium | Free single-plan lookup, owned by Judy Diamond. Useful for one-off research, not systematic prospecting. | Compare → |
Searching every plan is always free. When you’re ready to unlock decision-makers, pick the path that fits how you prospect.
Top up credits as you need them. No subscription.
25 credit minimum · $1 per credit
150 credits delivered every month, on tap.
Or $83/mo billed annually ($1,000/yr · save $200)
Both options unlock the same data. Subscribe when you’re prospecting consistently; pay-as-you-go when you’re sampling.
Every U.S. retirement plan with 100+ participants files Form 5500 annually with the Department of Labor. The full filings are public record on EFAST2. We ingest, normalize, and score them — updated weekly.
We compute admin expenses divided by plan assets from Schedule H and Schedule C of the 5500. 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.
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 3 credits; a direct phone line is 2 more. Failed lookups auto-refund.
Unlimited search across every plan in the database, plus 5 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 cost thousands a year 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.
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 5 free credits to unlock your first plan and its decision-maker. If a lookup comes back empty, the credits refund automatically.
Find it free