A short, ranked list - with everything you need to make the first call
The plans likely heading for their first audit, ranked, with deadline, typical fee range and company details, plus a tracker your colleagues share. Every month by e-mail, online, as PDF and CSV.
First audits rarely reach you first
The recordkeeper already picked someone
By the time a sponsor calls you, their recordkeeper or adviser has often recommended another firm.
You hear about the plan in July
The sponsor discovers the audit requirement when the 5500 is due, and takes whoever has capacity that week.
The data is free, the work is not
Three years of EFAST2 files, the 80-120 rule and plan matching take a staff member several days, every time.
Find the plans, reach the employer, follow up as a team
One online list for your firm: priorities, map and deadlines, company details for every plan and a tracker your colleagues share. Plus a monthly e-mail update, a PDF report for partners and CSV files for your CRM.
Watch the 1-minute tour · Try the app with demo data
The plans worth a call this month
- Every plan in your state likely heading for its first audit (plans audited in an earlier year are marked), ranked A/B/C with the reason, the audit deadline and the typical fee range for plans like it
- Radius search around your office ZIP, map and filters by industry, size, status and new plans
- Saved views for your territory, with a monthly e-mail of the new plans that match
Reach the employer
- Company phone for 99% of plans, business address and industry, straight from the filing
- The original Form 5500-SF as PDF, plus Google, LinkedIn and EFAST2 search links
- Who already works with this plan: the plan administrator or recordkeeper, where the filing lists one (18% of plans); the Partners tab shows the firms behind the most plans
- Outreach templates for the employer and for TPAs, filled in with the plan's figures and fee range
Follow up as a team
- Up to 10 team members included, each with a personal login link
- Status, notes and an owner for every plan, with a “My plans” filter and a history of who changed what
- Follow-up dates with a reminder e-mail on the day and a “follow-ups due” filter
- A short guided tour on the first visit; CSV export with status, owner and follow-up
Subject: Texas: 165 plans expected to need their first audit
Plan and sponsor
- Sponsor name, EIN and plan number
- Company phone and business address
- Plan name and type, city, state, ZIP
- Industry
- Original filing (PDF) and search links
Why it is on the list
- Priority A/B/C: call these first
- Participants with balances, start and end of 2025
- Net assets at year-end
- Plan year end
- Date the 5500-SF was received
Deadlines and fees
- First audited plan year
- Audited Form 5500 due date
- Due date with Form 5558
- Typical audit fee range for plans like it
Market view
- Switch candidates: audited plans with a very small auditor, a modified opinion or a sharp fee increase
- All audited plans with auditor and fee
- Who won last year's first audits
A short list of plans that are about to need you
Reach sponsors first
Contact plan sponsors in your area during their first audited plan year, before engagement letters for the 2027 filing season go out.
Instead of waiting for the call in July
Talk to recordkeepers and TPAs
Bring a concrete list to the advisers and recordkeepers who serve these plans. They need an auditor to recommend.
Instead of a general "we do 401(k) audits" pitch
Plan next year's capacity
The watch list shows the plans at 100-120 participants that are likely to follow a year later.
Instead of guessing how many seniors busy season needs
A report you can hand to a partner, and a list your team works from
By e-mail
- New plans in your state or region, with the count
- Plans matching your saved views
- Follow-up reminders on the day
Online
- The full ranked list with map and radius
- Plan detail with company details and filing
- Status, owner and notes for up to 10 colleagues
To keep
- PDF report for partners
- CSV files for Excel or your CRM
- Outreach templates in the playbook
Where every field comes from: data sources & updates · how it compares: vs. Form 5500 databases
See the plans in your state today.
Five real plans with sponsor names, the state count and the auditor market. Free, no sign-up, one click.