Free 5500 Plan Review
We pull your most recent public DOL Form 5500 filing, compute fee ratios, audit completeness, participation, and concentration risks, and send a plain-English report.
Services
Quiet, careful plan reviews — and a warm introduction if you want one.
Everything we offer is oriented around one question: is your retirement plan serving your employees as well as it could be? If it is, you'll know. If it isn't, you'll have a specific path forward — and a licensed advisor ready to help.
Fee Benchmarking Intro
For qualifying plans, we arrange a no-cost fee benchmarking study through an unaffiliated licensed advisor. You get a one-page peer comparison you can take to any vendor.
Participation & Design Review
Low participation or weak match design? We can connect you with advisors who specialize in plan redesigns — auto-enrollment, stretch match, re-enrollment, QDIA upgrades.
Fiduciary Health Check
For plan trustees worried about liability, we route you to advisors who can perform a formal prudence / §408(b)(2) / §3(38) documentation review.
Who this is for
We focus on one specific kind of business because that's where the data and the economics line up. If you match this profile, the odds of our review surfacing something actionable are genuinely high.
- Texas-headquartered businesses
- 20–500 employees
- Currently sponsor a 401(k), 403(b), or defined-contribution plan
- Haven't benchmarked their plan in 2+ years
Who this isn't for
We're not a fit for individual retail investors asking about their personal IRA. We don't manage assets, recommend specific funds, or provide tax or legal advice. And we're not the right call if you need an urgent plan termination, a frozen DB plan actuarial review, or a corporate 409A valuation — different specialists, different work.
If you're unsure whether we're the right fit, email us — we'll tell you honestly.
Start with the free plan review.
If there's nothing to act on, that's the whole conversation. If there is, we take the next step together.
Run my free plan review