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Form 5500 data & tools for AI agents

Plug 15 years of filings into your AI.

PlanTrust is an MCP server your AI tools connect to — deterministic Form 5500 filing, sponsor, provider, and broker tools for Claude, ChatGPT, Codex, and any MCP-capable agent.

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700K+plans filed annually
150M+participants covered
$11T+assets tracked

Built for consultants, advisors, TPAs, carriers, and ERISA law firms.