Understand a plan's history
Use public Form 5500 filing data to surface changes worth reviewing. A signal is a prompt to investigate, not proof that a sponsor is changing providers.
Less chasing paper.
More time to get it right.
We're building software to help retirement plan teams prepare filing work, track compliance tasks, and review plan documents. It is early: no administration, filing, or recordkeeping service is available yet.
Sponsor-level public filing researchHuman review at every decision pointNo plan assets or participant data
A practical workspace for the work between deadlines.
Keep evidence close
We aim to organize filing inputs, open questions, and source records so qualified people can review the details before a return is prepared.
See what needs attention
Planned calendar and document workflows will make ownership, review, and approvals visible. These workflows are not yet available to customers.