Judy Diamond alternative
Looking for an alternative to Judy Diamond?
401kHunter is the modern, pay-as-you-go alternative for financial advisors who want Form 5500 prospecting without the annual contract, the procurement cycle, or the sales-led demo gate. Here’s what carries over, what you gain, and what the switch actually costs.
Who Judy Diamond serves well
The longstanding incumbent in the Form 5500 prospecting space, owned by ALM (American Lawyer Media).
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.
What you keep when you switch
- ✓Same underlying Form 5500 dataset — every plan you found in Judy Diamond is on 401kHunter too
- ✓Standard CSV export so your existing pipeline / CRM workflows transfer directly
- ✓Plan administrator + signer contact info from the original filings
What you gain
- →No more annual contract — buy credits as you actually need them, $25 minimum
- →Schedule C provider/fee detail with indirect-comp formula text (Judy Diamond does not surface formula text)
- →Fee grade A–D + basis-point badge on every plan, scannable in search results
- →Apollo-resolved decision makers (CFO/HR/owner) with verified email and direct dial
- →Instant signup — no procurement cycle or demo gate
Switching cost
Low. There's no contract minimum to walk away from, and your prospect list lives in your CRM (HubSpot, Salesforce, etc.) rather than the data tool. Test 401kHunter on $25 of credits for a week before fully switching.
Quick feature comparison
| 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. |
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.
Test 401kHunter on $25 of credits.
No contract, no procurement cycle. Sign up, search 917K plans free, and only pay when you unlock decision-maker contacts.
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