Your Shortcut to Smarter 401(k) Business Growth
Are You Tired of Guessing Which 401(k) Plans to Target? We help you quickly identify the ideal 401(k) plans that truly need your expertise.
10M+
Form 5500 Filings
500K+
Companies Tracked
Real-time
Data Updates
You’re a financial advisor dedicated to helping businesses, but finding the right 401(k) plans to prospect can feel like searching for a needle in a haystack. You spend countless hours trying to identify ideal prospects, track down valid contact information for key decision-makers, and then figure out an efficient way to reach out. It’s a drain on your time, your energy, and your growth potential.
Introducing 401(k) Prospects
401(k) Prospects helps you quickly identify the ideal 401(k) plans that truly need your expertise. We pinpoint plans with the right participant count and AUM size, and highlight critical pain points like low-performing investments, low participation rates, or corrective distributions – issues you’re perfectly positioned to solve. Plus, we give you accurate contact information for key decision-makers and streamline your entire outreach process.
Imagine: More Qualified Leads. Faster Sales Cycles. Effortless Outreach.
With 401(k) Prospects, you’ll grow your 401(k) business more quickly and efficiently, dramatically reducing your sales cycle time, and making outreach a breeze. Spend less time prospecting and more time advising.
Ready to Find Your Next Best Client?
The Stakes: Don’t Let Opportunity Slip Away
Without a clear path to identifying and connecting with qualified 401(k) plans, you’re not just moving slowly – you’re losing ground. You’ll continue to waste countless hours chasing down the wrong leads and struggling to get past gatekeepers, while your competitors are closing deals.
The fragmented, complex, and intensely competitive 401(k) landscape is your real villain here. It’s a constant battle against outdated methods, the perceived hassle of plan setup and maintenance, and evolving participant expectations. You need a way to cut through the noise and directly address concerns like fiduciary liability, instead of just hoping to stumble upon the right opportunity.
Simply put, if you don’t adapt, you won’t grow your 401(k) business as fast as you could.
You’ll miss out on significant revenue, lose valuable time, and watch as other advisors capture the very clients you could be helping.
Everything You Need to Find Your Next Client
Powerful tools and comprehensive data to help you identify, qualify, and win new 401(k) plan business.
Complete Data Access
Access all Form 5500 schedules and parts with historical tracking and real-time updates from the DOL.
Advanced Search
Filter by company name, EIN, location, plan size, asset value, and dozens of other criteria.
Company Intelligence
Detailed profiles with financial data, compliance status, and service provider relationships.
Team Collaboration
Multi-user access with role-based permissions and shared prospect research capabilities.
Real-Time Updates
Stay current with automatic imports of new filings and amendments as they’re released.
Export Capabilities
Download data for CRM integration, marketing campaigns, and custom analysis.
Who Uses 401K Prospects
Trusted by financial professionals who need accurate, comprehensive retirement plan data.
Financial Advisors
Find and qualify 401(k) plan prospects based on size, location, and service needs.
TPAs
Identify plan takeover opportunities and track competitive intelligence.
Benefits Consultants
Analyze market opportunities and benchmark plan designs across industries.
Investment Firms
Target plans by asset size and identify new business opportunities.
Your Trusted Guide: Built By Advisors, For Advisors
We get it. We’ve been there.
401(k) Prospects was built for advisors, by advisors. As a 401(k) advisor for over a decade, I experienced the exact frustrations you’re feeling right now – the lack of effective tools, the endless hours wasted, and the sheer challenge of growing a 401(k) book of business efficiently. That’s why I created this platform: to solve the problems I faced every single day.
You can trust 401(k) Prospects because our insights come directly from the trenches. I’m not just building a tool; I’m actively practicing in the 401(k) space, boots on the ground, just like you. This isn’t theoretical; it’s practical, proven, and built on real-world experience to help you succeed.
Built by an active 401(k) advisor who understands your challenges
Your Path to Success: Our Proven 3-Step Plan
Ready to transform your 401(k) prospecting? It’s simple to get started and see real results with 401(k) Prospects.
Sign Up
Get immediate access to the platform and begin exploring its powerful features.
Find Your First Plan
Utilize our smart filters and data insights to quickly identify the ideal 401(k) plans that need your help.
Connect & Close
Use efficient tools to streamline outreach, engage decision-makers, and secure new business fast.
It’s time to stop guessing and start growing.
The Transformation: Confident Growth, Real Impact
Imagine waking up feeling confident, relieved, and empowered to succeed. That’s the reality with 401(k) Prospects. You’ll gain more 401(k) plan clients, achieve higher revenue, and drastically reduce the time you spend prospecting.
Beyond your own success, you’ll be helping more businesses thrive and reward their employees through better-aligned and higher-quality 401(k) plans. You’re not just growing your business; you’re making a tangible, positive impact on financial futures.
More Clients
Higher Revenue
Faster Prospecting
But if you continue with your old approach, you’ll continue to waste countless hours and your hard-earned money getting nowhere and seeing lackluster results. Don’t let your potential go untapped.
Ready to Revolutionize Your 401(k) Prospecting?
(Or Request a Demo)
Simple, Transparent Pricing
One plan with everything you need. Scale your team as you grow.
Everything You Need
$65 /seat/month
- ✔ Complete access to all Form 5500 data
- ✔ All states included
- ✔ Advanced search and filtering
- ✔ Team collaboration features
- ✔ Real-time data updates
- ✔ Priority support
Need enterprise features or custom solutions?
Contact our sales team →
Stop Guessing. Start Growing.
The advisors who succeed are the ones who adapt. Join your fellow forward-thinking professionals who are already transforming their 401(k) business with 401(k) Prospects.
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✓ 14-day free trial
✓ Cancel anytime