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Form 5500 Search
Advanced search and filters to find retirement plan sponsors using Form 5500 data.
Learn more →Early Access
Find Better Retirement Plan Prospects. Faster.
Search Form 5500 data, build high-quality prospect lists, enrich contact details, run automated outreach sequences, and generate one-click analysis reports - so you can fill your pipeline with confidence.
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Welcome back, Chris
Here's what's happening with your outreach and pipeline.
Search plans, employers, ERISA, locations...
▣2,435New Prospects
$58,925Total Contacts
●●187Emails Enriched
▤24Reports Created
Pipeline Overview
Total Pipeline Value$14.23M
Pipeline Actions
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Export retirement plan censusManufacturing - Midwest
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High net worth executive listTech - Over $50M assets
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Email enrichment run250 new contacts
›Recent Activity
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Email sequence launchedGrowth Equity Partners
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Data import completedFidelity 1000 filings
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Plan search savedRecordkeeper Change
Everything you need to find and develop better plan opportunities.
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Saved Lists
Build and save targeted prospect lists. Get back anytime with fresh new filings and enriched data.
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Email Enrichment
Uncover decision makers with verified emails, titles, and contact details at scale.
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Email Sequences
Create multi-step outreach sequences that get replies and help book more meetings.
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One-Click Analysis Reports
Generate polished 5500 analysis reports and plan overviews in seconds.
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Pipeline Tracking
Track every prospect and opportunity from first touch to decision-win in one organized pipeline.
Learn more →How Plan Prospector Powers Your Pipeline
From search to meetings - faster.
1
Search Plans
Find qualified plans using advanced filters and Form 5500 data.
2
Build Lists
Save and organize high-intent lists of top prospects.
3
Enrich Contacts
Reveal decision makers with verified emails and titles.
4
Launch Outreach
Send personalized sequences and book more meetings.
5
Analyze & Report
Generate one-click reports that build trust and credibility.
6
Win More Business
Track your pipeline, prioritize opportunities, and close more deals.
Private early access
Be the first to get access.
Plan Prospector is currently in private early access. Join the waitlist to get early access and product updates.
Built for advisors. Backed by data.
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Accurate & Compliant
Uses public Form 5500 data and clear compliance-conscious messaging.
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Secure by Design
Built with modern authentication, private admin access, and secure data handling.
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Saves Hours Every Week
Automates manual prospect research so advisors can focus on conversations.
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Built by Industry Pros
Designed around the actual workflow of retirement plan consultants and advisors.
Ready to build a stronger pipeline?
Join the waitlist and be among the first to preview prospecting and pipeline tools built for retirement plan advisors.