Form 5500 Intelligence
Search audited plan data with plan, sponsor, asset, participant, and provider context.
Retirement plan prospecting, reimagined
Turn Form 5500 Data Into Growth.
Plan Prospector helps retirement plan professionals discover high-value prospects, prioritize opportunities, and manage outreach in one modern platform.
2024 audited plans
Form 5500 intelligence
Built-in CRM
Search prospects, sponsors, contacts, notes...
6,842Total prospects
312High value
86Opportunities
$24.7MPipeline value
Prospects Added Over Time
Recent Activity
- New filing added to Summit Manufacturing
- Material asset change at Pioneer Foods
- Provider movement detected at Atlantic Supply
Built for retirement plan professionals
AdvisorsConsultantsTPAsRecordkeepers
Platform focus
Powerful features. Proven focus.
Purpose-built prospecting tools for teams that sell into the retirement plan market.Audited Plan Search
Filter the 2024 audited retirement plan database by the signals that matter to your market.
Prospect Scoring
Spot high-fit opportunities faster with scoring built around retirement-plan buying signals.
Retirement Plan CRM
Save prospects, capture notes, assign tasks, and keep outreach organized in one workflow.
Smart Alerts
Track new filings, material changes, provider movement, and high-value opportunities.
Pipeline Management
Move prospects from research to outreach to proposal without losing the data behind the opportunity.
How Plan Prospector works
Move from raw filings to an actionable sales workflow in three clean steps.Discover Plans
Find audited retirement plans that match your ideal client profile.
Prioritize Opportunities
Use plan data, change signals, and fit indicators to focus outreach.
Manage Outreach
Save prospects, add notes and tasks, and move opportunities through your pipeline.
One workflow
A single platform for smarter prospecting.
Move from raw Form 5500 data to prioritized opportunities, saved prospects, notes, tasks, and pipeline activity in one focused workflow.
Get StartedOpportunity Pipeline
New
Summit Manufacturing$34.2M plan assets
Engaged
Pioneer Foods Inc.$22.8M plan assets
Proposal
Atlantic Supply Co.$18.6M plan assets
Won
Greenway Services$12.4M plan assets
86
High Fit
Strong plan size, recent filing, and provider-change signals.
Recent Alerts
New filing, material asset change, and high-value opportunity alerts are ready for review.
MVP pricing
Start with Founding Access.
One simple early-customer plan for teams ready to prospect with cleaner Form 5500 intelligence.Founding Access
$149/month
$1,500/year available
Get StartedFounding Access pricing is available for early customers and may change as additional data and features are released.
Included in Founding Access
- 2024 audited retirement plan database
- Advanced search and filtering
- Plan sponsor profiles
- Asset and participant data
- Audit firm data
- Save prospects to CRM
- Notes and tasks
- Basic pipeline management
- 2 users included
- Additional users: $49/month each
"Plan Prospector has transformed how we find and prioritize retirement plan opportunities. The data is easier to act on, and our pipeline feels more focused."
MT
Michael ThompsonPartner, Growth Partners
3.2x faster list building18,642 opportunities surfaced98% data accuracy
Ready to turn Form 5500 data into your next opportunity?
Start with Founding Access and bring plan discovery, prospect scoring, CRM notes, and pipeline activity into one focused workflow.