Plan Data API

Ingested from the official MCP Registry

FastDrop pulled this entry from the official MCP Registry as com.form5500data/plan-data and probed the endpoint. The maker did not submit it, so the outbound link is not endorsed and the description is not theirs.

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Tools this endpoint exposes

Read directly from the endpoint on 9 Nov 2026. Not supplied by the maker.

• search_plans

  Find plans. Give at least one of `name`, `ein`, `state` or `recordkeeper`; the other filters narrow the list. Each result is a short summary: call `get_plan` with its `ein` and `pn` for the profile.

• get_plan

  The plan as of its latest filing: identity and status, plan type and features, assets and participants, average balance and approximate return, recordkeeper, advisors and auditor, headline fees, scree

• get_plan_history

  One entry per plan year, oldest first: the filing used, assets and participants, average balance, approximate return, participant growth (flagged across the 2023 counting change), the growth breakdown

• get_plan_fees

  For each large plan year: Schedule C pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis points of average net assets; every prov

• find_plan_changes

  Change events detected by comparing each plan's consecutive filings, newest filing first. Each event has before/after values, a confidence, the year compared against, a plain-English detail and the AC

• list_prospects

  A list of plans for prospecting or research, many per call: plan and sponsor name, mailing address, EIN and plan number, industry, plan type, effective (inception) date, participants and net assets at

• get_coverage

  What the data covers per plan year, every limitation, the coverage-note codes responses can carry, the event types, the screening signals and the plan-type values. Free. Also lists the prices and wha