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.
+$12,323Average annual value of a closed engagement
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 two most
recent 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
Unlock company names and phone numbers
$950 for twelve months. Both lists, every metro and state.
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
Unlock company names and phone numbers
$950 for twelve months. Both lists, every metro and state.
Source: United States Department of Labor, Employee Benefits Security
Administration, Form 5500 and Form 5500-SF public disclosure datasets, 2026 edition. 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.