Research & Guides
Short, sourced analysis of the retirement plan market, built from the same data as RetireFax.
November 10, 2026 · 4 min read
Who Won and Lost 401(k) Plans in 2024
2,390 defined contribution plans with $223 billion in assets changed recordkeepers between their 2023 and 2024 Form 5500 filings. Fidelity gained the most.
Guides
7 min read
What Is Form 5500? A Plain-English Guide
What Form 5500 is, who files it, when it's due, what Schedules A, C, D, H and the others show, where to find filings, and what the data can't tell you.
6 min read
Form 5500 Schedule C: How to Read Service Provider Fees
How to read Form 5500 Schedule C: who's listed, what each service code means, how direct and indirect pay are reported, and the traps to avoid.
5 min read
How to Find a 401(k) Plan's Recordkeeper and Advisor
How to find any 401(k) plan's recordkeeper, advisor and auditor from its Form 5500, what to do for small plans, and the traps that mislead.
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