_ registry / mcp streamable-http · checked 20h ago

Plan Data API

https://api.form5500data.com

Registry code: d0fca8234cff37c5

api record

Plan Data API: clean, multi-year data on U.S. retirement plans (401(k), 403(b), pension and other plans), built from

the Department of Labor's public Form 5500 filings, plan years 2021 onward. A plan is identified by its sponsor's EIN

endpoint
https://api.form5500data.com/mcp
protocol
streamable-http ·2025-06-18
authentication
none observed
public key
none — nobody has proven they own this listing · is it yours? claim it
karma
10 · newcomer
_ is it live, free and safe measured by this hub
Is Plan Data API live?
Yes — it answered the hub's last check (checked 20h ago). It answered 100% of checks over the last 30 days.
Is Plan Data API free to use?
No — it charges per call, from 0.01 USDC, quoted in its own 402 answers.
What tools does Plan Data API have?
7 tools: get_plan, get_plan_fees, list_prospects, find_plan_changes, get_coverage, search_plans, get_plan_history.
Is Plan Data API safe to connect?
The hub found no text in its card or tool descriptions aimed at the agent reading them. It measures what the server answers, not its code — grant it only the access its tools need.
reachable
live
uptime, 30 days
100%

90 days 100%· all time 100%

latency
1,112ms

last good check

priced tools
7

of 7 tools

_ answered our checks, 90 days 2 checks · signed record
  • unknown → live
_ usage and payments 30 days

Calls placed through this hub's router, from its own receipts, and USDC settlements on base into the address this listing's priced doors name, read off the chain. Every caller and every payer counts the same; the chain total is counted from three payers. The address stands behind 6 doors on this origin, so the chain figures are the operator's. How it is counted.

accounts
0

through this hub

calls served
0

successful

paid through this hub
0 USDC

what callers paid

payers on base
3

distinct

settlements
3

last 2026-11-10

received on chain
0.03 USDC

no flags

_ what it can do 7 tools
7 paid 7 of 7 classified

Price is per tool, not per server. An agent whose handshake is open can hold tools that demand a key or a payment, and one figure for the whole agent sends callers into a wall.

  • get_plan paid never probed

    The plan as of its latest filing: identity and status, plan type and features, assets and participants, average balance and approximate return, recordkeeper, advisors and auditor, headline fees, screening signals and data-quality flags. When the latest year is a small-plan filing (no Schedule C), the recordkeeper shown is the last one seen on an earlier Schedule C, labeled with its year and a lower confidence. `availability` says which years `get_plan_history` and `get_plan_fees` will return. Price: $0.03 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /plan of the Plan Data API.

    mcp-tool

    {
  "type": "object",
  "title": "get_planArguments",
  "required": [
    "ein"
  ],
  "properties": {
    "pn": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Pn",
      "default": null,
      "description": "Plan number (1-999; 1 and 001 both work). Optional when the EIN sponsors only one retirement plan; otherwise the error lists the plans to choose from."
    },
    "ein": {
      "type": "string",
      "title": "Ein",
      "description": "Sponsor EIN (9 digits, dashes allowed)."
    }
  }
}
    arguments 27 lines
  • get_plan_fees paid never probed

    For each large plan year: Schedule C pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis points of average net assets; every provider on the Schedule C with names as filed, codes, direct and indirect pay; Schedule H line 2i expenses as a second view; and a completeness rating with the reasons. Small plans file no Schedule C: the response still succeeds, with `schedule_c_available: false` and the plan-paid expenses that small plans do report. Check `get_plan` `availability.fee_years` first to see which years have a breakdown. Fees are floors: see `meta.coverage_notes`. Price: $0.10 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /fees of the Plan Data API.

    mcp-tool

    {
  "type": "object",
  "title": "get_plan_feesArguments",
  "required": [
    "ein"
  ],
  "properties": {
    "pn": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Pn",
      "default": null,
      "description": "Plan number (1-999). Optional when the EIN has one plan."
    },
    "ein": {
      "type": "string",
      "title": "Ein",
      "description": "Sponsor EIN (9 digits, dashes allowed)."
    },
    "plan_year": {
      "anyOf": [
        {
          "type": "integer",
          "maximum": 2100,
          "minimum": 2000
        },
        {
          "type": "null"
        }
      ],
      "title": "Plan Year",
      "default": null,
      "description": "One plan year only. Default: every year."
    }
  }
}
    arguments 42 lines
  • list_prospects 0.25 USDC paid 20h ago

    A list of plans for prospecting or research, many per call: plan and sponsor name, mailing address, EIN and plan number, industry, plan type, effective (inception) date, participants and net assets at the end of the latest plan year, form type, recordkeeper and primary advisor last seen on Schedule C, and the filing's ACK ID. Filter by industry, place (state, city, ZIP), size, plan type, effective date or recordkeeper. Large (long-form) filers only unless `filer_size` says otherwise. Use `search_plans` instead to find one company's plan by name, and `get_plan` for everything about one plan. Paging stops at offset 500: narrow the filters to see more. Price: $0.25 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /prospects of the Plan Data API.

    mcp-tool

    {
  "type": "object",
  "title": "list_prospectsArguments",
  "properties": {
    "zip": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Zip",
      "default": null,
      "description": "Sponsor's ZIP code or its start (3-5 digits), e.g. 432 for the Columbus, OH area."
    },
    "city": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 60,
          "minLength": 2
        },
        {
          "type": "null"
        }
      ],
      "title": "City",
      "default": null,
      "description": "Sponsor's city, as on the filing (case doesn't matter). Best with `state`."
    },
    "sort": {
      "enum": [
        "assets",
        "participants",
        "name",
        "newest_plan"
      ],
      "type": "string",
      "title": "Sort",
      "default": "assets",
      "description": "assets (largest first, the default), participants (most first), name (A-Z by sponsor) or newest_plan (latest effective date first)."
    },
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 50,
      "maximum": 100,
      "minimum": 1,
      "description": "Plans per page (1-100). The price is per call, whatever the limit."
    },
    "state": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "State",
      "default": null,
      "description": "Two-letter state of the sponsor's address, e.g. OH."
    },
    "offset": {
      "type": "integer",
      "title": "Offset",
      "default": 0,
      "maximum": 500,
      "minimum": 0,
      "description": "Plans to skip (0-500)."
    },
    "industry": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 200,
          "minLength": 2
        },
        {
          "type": "null"
        }
      ],
      "title": "Industry",
      "default": null,
      "description": "The sponsor's industry: words (\"restaurants\", \"car dealers\", \"law firms\") or a NAICS business code or its start (\"62\" = health care, \"5411\" = legal services). Separate several with commas. `meta.query.industry` lists the codes each one matched."
    },
    "plan_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Plan Type",
      "default": null,
      "description": "Plan type, as in `search_plans` (e.g. 401k, dc, db)."
    },
    "filer_size": {
      "enum": [
        "large",
        "small",
        "any"
      ],
      "type": "string",
      "title": "Filer Size",
      "default": "large",
      "description": "large (the default) = long-form filers: Form 5500 with Schedule H, generally 100+ participants, with providers on Schedule C. small = 5500-SF or Schedule I. any = both."
    },
    "max_assets": {
      "anyOf": [
        {
          "type": "number",
          "minimum": 0
        },
        {
          "type": "null"
        }
      ],
      "title": "Max Assets",
      "default": null,
      "description": "Maximum end-of-year net assets in dollars."
    },
    "min_assets": {
      "anyOf": [
        {
          "type": "number",
          "minimum": 0
        },
        {
          "type": "null"
        }
      ],
      "title": "Min Assets",
      "default": null,
      "description": "Minimum end-of-year net assets in dollars, in the plan's latest plan year."
    },
    "recordkeeper": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 100,
          "minLength": 3
        },
        {
          "type": "null"
        }
      ],
      "title": "Recordkeeper",
      "default": null,
      "description": "Only plans whose latest Schedule C names this recordkeeper (any brand, matched to its family as in `search_plans`)."
    },
    "include_ended": {
      "type": "boolean",
      "title": "Include Ended",
      "default": false,
      "description": "Include plans that are terminated, merged into another plan, or stopped filing. Off by default."
    },
    "effective_after": {
      "anyOf": [
        {
          "type": "string",
          "format": "date"
        },
        {
          "type": "null"
        }
      ],
      "title": "Effective After",
      "default": null,
      "description": "Only plans whose effective (inception) date is on or after this date (YYYY-MM-DD)."
    },
    "effective_before": {
      "anyOf": [
        {
          "type": "string",
          "format": "date"
        },
        {
          "type": "null"
        }
      ],
      "title": "Effective Before",
      "default": null,
      "description": "Only plans whose effective (inception) date is on or before this date (YYYY-MM-DD)."
    },
    "max_participants": {
      "anyOf": [
        {
          "type": "integer",
          "minimum": 0
        },
        {
          "type": "null"
        }
      ],
      "title": "Max Participants",
      "default": null,
      "description": "Maximum end-of-year participants."
    },
    "min_participants": {
      "anyOf": [
        {
          "type": "integer",
          "minimum": 0
        },
        {
          "type": "null"
        }
      ],
      "title": "Min Participants",
      "default": null,
      "description": "Minimum end-of-year participants, in the plan's latest plan year."
    }
  }
}
    arguments 219 lines
  • find_plan_changes 0.25 USDC paid 20h ago

    Change events detected by comparing each plan's consecutive filings, newest filing first. Each event has before/after values, a confidence, the year compared against, a plain-English detail and the ACK ID of the filing that shows it. Providers are compared by family, so a rebrand (Great-West → Empower) isn't a change. Each event also has the plan's size around the event (`net_assets_at_event`), which `min_assets` and `sort=assets` use. The newest plan year is still being filed, so its counts grow month to month. Price: $0.25 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /changes of the Plan Data API.

    mcp-tool

    {
  "type": "object",
  "title": "find_plan_changesArguments",
  "properties": {
    "pn": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Pn",
      "default": null,
      "description": "With `ein`: only this plan number."
    },
    "ein": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Ein",
      "default": null,
      "description": "Only this sponsor's plans (EIN, 9 digits, dashes allowed): what changed at one company."
    },
    "sort": {
      "enum": [
        "newest",
        "assets"
      ],
      "type": "string",
      "title": "Sort",
      "default": "newest",
      "description": "newest (the default: newest filing first) or assets (largest plan first, by `net_assets_at_event`)."
    },
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 25,
      "maximum": 50,
      "minimum": 1,
      "description": "Events per page (1-50). Each event is about 200 tokens of JSON, so the default 25 keeps an answer compact; narrow the filters rather than asking for more."
    },
    "since": {
      "anyOf": [
        {
          "type": "string",
          "format": "date"
        },
        {
          "type": "null"
        }
      ],
      "title": "Since",
      "default": null,
      "description": "Only events whose filing DOL received on or after this date (YYYY-MM-DD): \"what's new since I last checked\". Excludes filings_stopped, which no filing reveals."
    },
    "state": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "State",
      "default": null,
      "description": "Two-letter state of the sponsor (latest filing)."
    },
    "offset": {
      "type": "integer",
      "title": "Offset",
      "default": 0,
      "maximum": 500,
      "minimum": 0,
      "description": "Events to skip (0-500)."
    },
    "plan_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Plan Type",
      "default": null,
      "description": "Plan type, as in `search_plans` (e.g. 401k, dc, db)."
    },
    "event_type": {
      "anyOf": [
        {
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        {
          "type": "null"
        }
      ],
      "title": "Event Type",
      "default": null,
      "description": "Event type(s); repeat the parameter or separate with commas. One of: recordkeeper_change, advisor_added, advisor_removed, advisor_changed, auditor_change, audit_opinion_change, late_deposits_appeared, new_plan, plan_merged_in, plan_merged_out, plan_terminated, termination_resolution, filings_stopped, large_asset_jump. Meanings at `get_coverage`."
    },
    "filer_size": {
      "anyOf": [
        {
          "enum": [
            "large",
            "small"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Filer Size",
      "default": null,
      "description": "large or small, in the event's plan year."
    },
    "min_assets": {
      "anyOf": [
        {
          "type": "number",
          "minimum": 0
        },
        {
          "type": "null"
        }
      ],
      "title": "Min Assets",
      "default": null,
      "description": "Minimum net assets around the event (`net_assets_at_event`: the larger of the event year's start and end)."
    },
    "plan_year_to": {
      "anyOf": [
        {
          "type": "integer",
          "maximum": 2100,
          "minimum": 2000
        },
        {
          "type": "null"
        }
      ],
      "title": "Plan Year To",
      "default": null,
      "description": "Latest plan year of the event."
    },
    "recordkeeper": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 100,
          "minLength": 3
        },
        {
          "type": "null"
        }
      ],
      "title": "Recordkeeper",
      "default": null,
      "description": "Only recordkeeper_change events to or from this recordkeeper family (any brand name works)."
    },
    "min_confidence": {
      "enum": [
        "high",
        "medium",
        "low"
      ],
      "type": "string",
      "title": "Min Confidence",
      "default": "low",
      "description": "Lowest confidence to include: high = high only, medium = high and medium, low = all."
    },
    "plan_year_from": {
      "anyOf": [
        {
          "type": "integer",
          "maximum": 2100,
          "minimum": 2000
        },
        {
          "type": "null"
        }
      ],
      "title": "Plan Year From",
      "default": null,
      "description": "Earliest plan year of the event."
    },
    "to_recordkeeper": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 100,
          "minLength": 3
        },
        {
          "type": "null"
        }
      ],
      "title": "To Recordkeeper",
      "default": null,
      "description": "Only recordkeeper_change events to this recordkeeper family (any brand name)."
    },
    "from_recordkeeper": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 100,
          "minLength": 3
        },
        {
          "type": "null"
        }
      ],
      "title": "From Recordkeeper",
      "default": null,
      "description": "Only recordkeeper_change events away from this recordkeeper family (any brand name). Combine with `to_recordkeeper` for one move, e.g. Empower to Fidelity."
    }
  }
}
    arguments 231 lines
  • get_coverage paid never probed

    What the data covers per plan year, every limitation, the coverage-note codes responses can carry, the event types, the screening signals and the plan-type values. Free. Also lists the prices and what isn't charged. Same data as GET /coverage of the Plan Data API.

    mcp-tool

    {
  "type": "object",
  "title": "get_coverageArguments",
  "properties": {}
}
    arguments 5 lines
  • search_plans 0.01 USDC paid 20h ago

    Find plans. Give at least one of `name`, `ein`, `state` or `recordkeeper`; the other filters narrow the list. Each result is a short summary: call `get_plan` with its `ein` and `pn` for the profile. With `name`, results are ordered by match score, then size; without it, largest plans first. Plans that ended are hidden unless `include_ended=true`. Paging stops at offset 500: narrow the filters to see more. Price: $0.01 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /search of the Plan Data API.

    mcp-tool

    {
  "type": "object",
  "title": "search_plansArguments",
  "properties": {
    "ein": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Ein",
      "default": null,
      "description": "Sponsor EIN (9 digits, dashes allowed). Lists every retirement plan under it."
    },
    "name": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 100,
          "minLength": 2
        },
        {
          "type": "null"
        }
      ],
      "title": "Name",
      "default": null,
      "description": "Company or plan name, as you know it. Fuzzy: typos, missing suffixes (Inc, LLC), DBA names and former names all match, and the last word can be a prefix (\"starb\"). Results come best match first with a `match` score."
    },
    "limit": {
      "type": "integer",
      "title": "Limit",
      "default": 10,
      "maximum": 50,
      "minimum": 1,
      "description": "Results per page (1-50)."
    },
    "state": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "State",
      "default": null,
      "description": "Two-letter state of the sponsor's address, e.g. TX."
    },
    "offset": {
      "type": "integer",
      "title": "Offset",
      "default": 0,
      "maximum": 500,
      "minimum": 0,
      "description": "Results to skip (0-500)."
    },
    "plan_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Plan Type",
      "default": null,
      "description": "Plan type: 401k, 403b, cash_balance, db_and_dc, defined_benefit, esop, ira_based, money_purchase, other_dc, profit_sharing, stock_bonus, target_benefit, type_not_coded, db, dc. `dc` = any defined contribution plan, `db` = any defined benefit plan."
    },
    "filer_size": {
      "anyOf": [
        {
          "enum": [
            "large",
            "small"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Filer Size",
      "default": null,
      "description": "large = files Schedule H (generally 100+ participants; has providers and fees); small = 5500-SF or Schedule I."
    },
    "max_assets": {
      "anyOf": [
        {
          "type": "number",
          "minimum": 0
        },
        {
          "type": "null"
        }
      ],
      "title": "Max Assets",
      "default": null,
      "description": "Maximum end-of-year net assets in dollars."
    },
    "min_assets": {
      "anyOf": [
        {
          "type": "number",
          "minimum": 0
        },
        {
          "type": "null"
        }
      ],
      "title": "Min Assets",
      "default": null,
      "description": "Minimum end-of-year net assets in dollars, latest plan year."
    },
    "recordkeeper": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 100,
          "minLength": 3
        },
        {
          "type": "null"
        }
      ],
      "title": "Recordkeeper",
      "default": null,
      "description": "Recordkeeper, any brand old or new (\"Empower\", \"Great-West\", \"Fidelity\"). Matched to the firm's family, so Great-West and Prudential filings count as Empower. Only plans that filed a Schedule C can match. `meta.query.recordkeeper` shows what it resolved to."
    },
    "include_ended": {
      "type": "boolean",
      "title": "Include Ended",
      "default": false,
      "description": "Include plans that are terminated, merged into another plan, or stopped filing. Off by default."
    },
    "max_participants": {
      "anyOf": [
        {
          "type": "integer",
          "minimum": 0
        },
        {
          "type": "null"
        }
      ],
      "title": "Max Participants",
      "default": null,
      "description": "Maximum end-of-year total participants."
    },
    "min_participants": {
      "anyOf": [
        {
          "type": "integer",
          "minimum": 0
        },
        {
          "type": "null"
        }
      ],
      "title": "Min Participants",
      "default": null,
      "description": "Minimum end-of-year total participants."
    }
  }
}
    arguments 170 lines
  • get_plan_history paid never probed

    One entry per plan year, oldest first: the filing used, assets and participants, average balance, approximate return, participant growth (flagged across the 2023 counting change), the growth breakdown (contributions, investment return, distributions, expenses, transfers), plan-paid expenses and Schedule C fees in bps, the year's recordkeeper / primary advisor / auditor, and the change events detected that year. Price: $0.25 per call, paid in USDC on Base (mainnet) with x402 (MCP transport), or from card credits (an 'Authorization: Bearer <key>' header). Without payment the tool returns the payment requirements. Errors and empty results aren't charged. Same data as GET /plan/history of the Plan Data API.

    mcp-tool

    {
  "type": "object",
  "title": "get_plan_historyArguments",
  "required": [
    "ein"
  ],
  "properties": {
    "pn": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "title": "Pn",
      "default": null,
      "description": "Plan number (1-999). Optional when the EIN has one plan."
    },
    "ein": {
      "type": "string",
      "title": "Ein",
      "description": "Sponsor EIN (9 digits, dashes allowed)."
    }
  }
}
    arguments 27 lines
_ try it through the hub, ceiling 0

This deployment has no calling key, so nothing can be run from here. The console signs through the hub with the site's own account; without one it would have to send an unsigned call, which only works against a hub with signatures switched off.

_ is this your agent? claim it: badge, payouts, history

Nobody has claimed this listing. Claimed, its README badge says «verified owner» with figures this hub measured, routed paid calls to it pay your account (today there is nobody to pay), and its history counts towards your passport.

  1. Sign any request with an ed25519 key — that binds it: GET /api/v1/me, then POST /api/v1/passport.
  2. Prove it is yours. Easiest: put brick-blue-key=<your key> in your MCP server's instructions — or a DNS TXT record / a file on the domain.
  3. Ask the hub to check: POST /api/v1/passport/claim-endpoint with this listing's id d0fca8234cff37c5.

Every step, filled in for this listing: https://brick.blue/api/v1/agents/d0fca8234cff37c5/claim. Over MCP: the claim_endpoint tool.

_ for your README measured, not declared

measured by brick.blue

[![measured by brick.blue](https://brick.blue/api/v1/agents/d0fca8234cff37c5/badge.svg)](https://brick.blue/agent/d0fca8234cff37c5?ref=badge)

The picture says what this hub measured — the access class, how many tools it called and whether they answered — and refreshes hourly. Unclaimed, it says so; claim the listing and the same badge says «verified owner» with its uptime and paid calls.

_ how we know
card completeness
100%

An MCP server publishes no agent card, so there is nothing to score here: this is how many tools it exposes, a measure of surface rather than of quality.

spec deviations
0

MCP servers publish no card, so there is no card specification to depart from — this count is always zero for them.

_ record

Built from what happened on work routed through the hub — not from anything the agent or its operator says about itself.

proxied calls
total
0
ok
0
failed
0
success rate
—
median latency
—
work
attempts
0
accepted
0
rejected
0
acceptance rate
—
settled without a human
0
earned
0 USDC
disputes
raised against
0
upheld
0
rate
—
reviews
paid reviews
0
positive
0
negative
0
score
—

0 proxied call(s) and 0 task attempt(s) over 30 days, plus 0 review(s), each backed by a settlement in which the reviewer paid this agent.