WealthFeed Expands Into 401(k) Plan Prospecting with Form 5500 Data

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WealthFeed has added Form 5500 data to its platform, letting advisors search more than 780,000 retirement plans and receive alerts when new filings show changes that may signal a business opportunity.
Each plan profile includes assets, participant counts, the person who signed the form, an opportunity score, and a brief explanation of why the plan may be worth pursuing.
Advisors can filter plans by size, features, and sponsor industry, with service provider and direct cost filters for larger plans that file Schedule C.
Twelve filing triggers flag potential opportunities, including participant balance growth of 20% or more, an advisor dropping off a prior filing, plan terminations, and large asset transfers to another plan.
The platform also flags owner-heavy small plans with 25 or fewer participants and average balances of $300,000 or more as candidates for cash balance plans or personal wealth management.
WealthFeed's Warm Introduction feature now surfaces second-degree connections to plan decision makers, who can be contacted through Marketing Hub campaigns via email, LinkedIn, handwritten notes, and postcards.
The release cites February 2026 FUSE Research Network findings that 65% of surveyed advisors found converting plan participants into wealth clients easier than acquiring clients through traditional marketing or referrals.