Comparison
401kHunter vs Judy Diamond
The longstanding incumbent in the Form 5500 prospecting space, owned by ALM (American Lawyer Media).
Judy Diamond Associates has been licensing Form 5500 data to financial advisors and retirement plan vendors since the 1980s. Their flagship Retirement Plan Prospector product wraps the DOL bulk filings in a CRM-ish interface with provider lookups and broker tools.
What Judy Diamond is known for
- •Used by many of the large national broker-dealers and recordkeepers
- •Annual seat-based licensing, typically several thousand dollars per user per year
- •Strong historical coverage going back decades
- •CRM features built in, including marketing-list workflows
Side-by-side differences
| Topic | Judy Diamond | 401kHunter |
|---|---|---|
| Pricing model | Annual seat license, contract-based — published price is not on their site, typically negotiated per-firm. | Pay-as-you-go credits starting at $25; optional Pro plan at $100/mo for 150 credits. No annual contract. |
| Schedule C provider fee detail | Available on enterprise tiers; depth varies by plan. | Every U.S. plan that filed Schedule C — provider name, EIN, relationship, direct comp, indirect comp, and the indirect-comp formula text ("0.45% of avg daily balance"). Sourced from DOL's eight-part Schedule C bulk files. |
| Fee scoring | Computed expense ratios, percentile ranks vs peer set. | Same expense-ratio engine plus a basis-point Schedule C fee badge on every plan, NAICS-sector benchmarks, and a fee grade A–D that highlights takeover targets at a glance. |
| Decision-maker enrichment | Filing-listed contacts (Plan Administrator, Sponsor Signer) bundled with the plan. | Filing-listed contacts plus Apollo-resolved decision makers (CFO, HR director, plan trustee) with verified work email and direct dial — gated behind the credit unlock. |
| Onboarding speed | Sales-led onboarding, contract negotiation, account provisioning. | Sign up, search free, buy credits when you want to unlock contacts. No demo required. |
Pricing comparison
Judy Diamond does not publish pricing publicly; advisors who have shared quotes online cite annual licenses ranging from $2,400 to $7,000+ per seat depending on data scope. 401kHunter starts at $25 of credits with no contract.
Who’s better off with Judy Diamond?
A large RIA or broker-dealer with dozens of seats and a long contract horizon may prefer Judy Diamond's established workflow + custom integrations. Solo and team advisors who want to start prospecting today, without a procurement cycle, will save thousands per year on 401kHunter.
Frequently asked
Is 401kHunter a direct alternative to Judy Diamond?
Yes — both source from DOL Form 5500 bulk filings and target financial advisors prospecting 401(k) plans. The difference is pricing model (per-credit vs annual license), depth of Schedule C provider data, and ease of onboarding (instant signup vs sales-led contract).
Does 401kHunter have the same plan coverage as Judy Diamond?
Yes. Both ingest from the same DOL EBSA bulk Form 5500 dataset, which covers every U.S. retirement plan with 100+ participants plus most smaller plans. 401kHunter also pulls the multi-part Schedule C bulk files that contain provider/fee/formula detail.
Can I cancel a 401kHunter subscription if I switch from Judy Diamond?
There is no subscription to cancel by default — credit purchases are one-time and never expire. The optional Pro plan is monthly with no contract, cancel anytime.
Try 401kHunter—no demo required.
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