Employers who just filed a Form 5500 are the warmest prospects in the retirement market: a plan in motion, a fee at stake, and often no incumbent advisor. We turn those filings into a custom prospect list — filtered to your territory and plan size, every row with a direct phone — and deliver it as a CSV within a day.
Sponsors with 100+ plan participants whose most recent Form 5500 landed in the last 90 days. Every one has a direct phone. One state is one advisor's pilot list.
| California | 878 | fresh sponsors · 100% with phone |
| Texas | 482 | fresh sponsors · 100% with phone |
| New York | 463 | fresh sponsors · 100% with phone |
| Pennsylvania | 448 | fresh sponsors · 100% with phone |
| Florida | 401 | fresh sponsors · 100% with phone |
| Illinois | 284 | fresh sponsors · 100% with phone |
| Massachusetts | 273 | fresh sponsors · 100% with phone |
| North Carolina | 229 | fresh sponsors · 100% with phone |
Your state not listed? Every U.S. state is available — ~850,000 sponsors nationwide, 99%+ with a phone.
Tell us the state (or county), minimum plan size, industry, and how fresh the filings should be. Not sure? We'll suggest a cut for your territory.
We pull it from authoritative DOL filings, filter out any opted-out businesses, spot-check the rows, and deliver a clean CSV — usually same day, always within 24 hours.
Every row has the sponsor's name, city, plan size, industry (NAICS), EIN, latest filing date, and a direct phone. Dedupes cleanly against your CRM on the EIN.
One custom cut for your territory, delivered as CSV within 24 hours, with one free re-cut if the filters aren't right — and if the list doesn't earn you a meeting in 30 days, we refund it.
Pilot pricing is per-list and quoted on request — reply with your territory and we'll send the number and a free 25-row sample the same day.
Request pricing & a sample →