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.
Updated · By Jacob Parent, Founder, 401kHunter · How we source our data
Who Judy Diamond serves well
The longstanding incumbent in the Form 5500 prospecting space, now part of Touchpoint Markets (spun out of ALM in 2025).
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 a confidence-scored 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 1,500 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 a confidence-scored 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
What is the best alternative to Judy Diamond?
It depends on what you use Judy Diamond for. 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. For advisors who want Form 5500 prospecting with fee grades, decision-maker contacts and pay-as-you-go pricing, 401kHunter is the closest self-serve alternative.
How hard is it to switch from Judy Diamond to 401kHunter?
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.
What do I keep if I switch from Judy Diamond?
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 do I gain by switching from Judy Diamond?
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 a confidence-scored email and direct dial Instant signup — no procurement cycle or demo gate
How does 401kHunter pricing compare with Judy Diamond?
Judy Diamond publishes single-user pricing in its online store: $795–$995 a year for one state, $2,500 for a region and $3,900 for the national edition (store.judydiamond.com, retrieved Sep 2026). 401kHunter is free to search, with credit packs from $25 and Pro at $100/month, no contract.
Test 401kHunter on $25 of credits.
No contract, no procurement cycle. Sign up, search 1M+ plans free, and only pay when you unlock decision-maker contacts.
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