Built from Department of Labor Form 5500 public disclosure
Lead intelligence
Sales Opportunities
Public filings show which companies are about to need an employee benefit plan
audit for the first time, and which are paying well above the market rate to the firm they
already use. Pick your metro or state to see both.
Pick a metro for the tightest list, or a whole state for the widest. Every row
comes from a Form 5500 filing made in the last two years.
Select your area above to see the leads available to you.
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Firms in your area need their first EBP audit
These plans crossed 100 participants with account balances between their 2023
and 2024 filings. That is the point at which an independent audit is generally required.
Most have never engaged an auditor, and many do not yet know they need one.
Company name
Location
Participants
Status
Phone
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$199 for twelve months. Both lists, every metro and state, refreshed as new filings post.
These plans already have an auditor and already disclose what they pay. Their
fee sits at least fifty percent above what the regional pricing curve predicts for a plan of
that size and type, which gives you a documented argument at renewal.
Company name
Location
Participants
Market rate
What they pay
Gap
Phone
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$199 for twelve months. Both lists, every metro and state, refreshed as new filings post.
How to read the second list. Half of all engagements sit above the median by
definition, so “above market” is a threshold rather than a verdict. The fifty
percent cut used here covers the top 23 percent of the 13,131 disclosed fees. Beyond that,
the curve knows a plan’s participant count, region and type and nothing else: a plan
with multiple trusts, an ESOP component or a prior-year correction may be paying a premium
it genuinely owes. Ranking already favours the mid-market, where a gap is more likely to
reflect price than complexity.
Source: United States Department of Labor, Employee Benefits Security
Administration, Form 5500 and Form 5500-SF public disclosure datasets, 2023 and 2024 plan
years. Metro areas are grouped from the sponsor’s filing ZIP code. Audit threshold
treatment follows 29 CFR 2520.104-46 including the 80-120 rule.