Data Disclaimer

Where the Data Comes From

RetireFax is built from public filings: the annual Form 5500 reports that employee benefit plans file with the U.S. Department of Labor, their schedules and attached audited financial statements, and public fund information from the U.S. Securities and Exchange Commission. RetireFax is not affiliated with, endorsed by or sponsored by the Department of Labor, the SEC or any plan, sponsor, provider or fund named on this site or in the product.

What We Change, and What We Don't

We organize, clean and connect the filings. For example, we merge different spellings of the same firm, follow a plan across changes to its name or number, and tie lineup lines to the funds they describe. Figures are shown as the plan reported them. Where a filing appears inconsistent, we flag it rather than correct it.

Limits

• Filings can contain errors, and they reflect each plan's situation as of its plan year, not today.
• Some information is only filed by larger plans (generally 100 or more participants), such as service providers and fund lineups.
• Late and amended filings can change figures after they first appear.
• Matching names, plans and funds involves judgment. We test our rules carefully, but some matches may be wrong.

Not Investment, Legal or Tax Advice

RetireFax provides information only. Nothing on this site or in the product is a recommendation to buy, sell or hold any investment, to hire or replace any provider, or to take any action regarding a retirement plan. Always confirm important information against the original filing and consult a qualified professional.

Corrections

If you believe something about a plan you sponsor or serve is wrong, email hello@retirefax.com with the plan name and what you believe is incorrect. We'll check it against the filings and fix any error we make.