Terms of Use

Last updated: January 2025

Acceptance

By accessing this website, you agree to these Terms of Use. If you do not agree, please do not use the site.

Not investment advice

Plan Health Check is not a Registered Investment Advisor. We provide educational plan reviews based on publicly available DOL Form 5500 filings. Advisory and investment services are provided by unaffiliated licensed advisors to whom we refer qualifying businesses. No information on this site constitutes investment, legal, or tax advice.

Plan Lookup tool

The Plan Lookup tool presents data compiled from the Department of Labor's publicly available Form 5500 and Form 5500-SF filings. While we make reasonable efforts to process this data accurately, we make no warranty as to its completeness, timeliness, or fitness for any particular purpose. The "red flag" categorizations are educational heuristics — not audits, legal opinions, or fiduciary determinations. Always verify directly with your plan's filings at efast.dol.gov.

Intellectual property

The content on this site — text, layout, code, and visual design — is the property of Plan Health Check unless otherwise noted. Public DOL Form 5500 data is in the public domain. You may quote from our written content for non-commercial, educational purposes with attribution.

No fiduciary relationship

Nothing on this site, including the Plan Lookup report, creates an advisory, fiduciary, or attorney-client relationship with Plan Health Check. A referral to a licensed advisor does not create an advisory relationship with us; any engagement you form with that advisor is governed by the advisor's own agreements and disclosures.

Limitation of liability

To the maximum extent permitted by law, Plan Health Check disclaims liability for any direct, indirect, incidental, consequential, or special damages arising from use of the site or reliance on information presented here.

Governing law

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-laws rules.

Contact

Questions? Email hello@planhealthcheck.com.