QAmcp
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Directory / Plan Data API

Plan Data API

https://api.form5500data.com/mcp

Form 5500 data for prospecting and research: U.S. retirement plans, recordkeepers, fees, switches.

7 tools✓ all read-only✓ no account neededPricing: not listed
95 /100
PASS · WITH NOTES

11 of 11 checks · 9 Nov 2026

Test it now for current results

At a glance

Runs where
On their server. What you send to it goes to them.
What you need
Nothing: it answered without a login
Tools
7 tools
Its own safety labels
7 read-only
Memory it takes
About 4,500 tokens of your AI's memory, just for its tool descriptions
Largest answer
About 17.6 KB in our test
Speed
Average answer in our test: 30 ms

Tokens are an estimate: the characters in its tool names, descriptions and inputs, divided by 4. The exact number depends on your AI model. Safety labels are what the server says about itself. From our latest test, 9 Nov 2026.

Is Plan Data API MCP server safe?

A test can only see what the server shows from outside, not what it does with your data behind the scenes. Connect servers from makers you trust.

What this test does not check

What QAmcp can and can't see · How to tell if an MCP server is safe · Hidden instructions · Prompt injection

Known security advisories

It lists no public code, so there is nothing to look up in GitHub Security Advisories or OSV.dev. QAmcp tests how a server behaves. It does not scan source code.

What it can do

7 tools, in the server's own words.

search_plansread-only

Find plans.

get_planread-only

The plan as of its latest filing: identity and status, plan type and features, assets and participants, average balance and approximate return, recordkeeper, a…

get_plan_historyread-only

One entry per plan year, oldest first: the filing used, assets and participants, average balance, approximate return, participant growth (flagged across the 20…

get_plan_feesread-only

For each large plan year: Schedule C pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis…

find_plan_changesread-only

Change events detected by comparing each plan's consecutive filings, newest filing first.

list_prospectsread-only

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 (incept…

get_coverageread-only

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 val…

Test results

Safe mode: only tools labeled read-only were run. How the test works

Test it yourself

Free and open source. Same checks, same score.

npx qamcp-cli https://api.form5500data.com/mcp

Show this score on GitHub

Free for every server in the directory. Paste this into your README: the badge shows the score from our latest test.

QAmcp badge for Plan Data API

[![QAmcp score](https://qamcp.dev/s/com-form5500data-plan-data.svg)](https://qamcp.dev/s/com-form5500data-plan-data.html)

Score over time

One test so far. New tests will show here.

Reviews

Coming soon: reviews from people who use Plan Data API, signed in with GitHub, one per person. Reviews never change the score.

Is this your server? Get an alert the moment it breaks.

QAmcp Monitor tests it every hour and emails you when it goes down, the score drops, a tool changes or a secret leaks. Free for 1 server, no card.

Have a concern, or want it removed? Ask us and we'll take it off the list. How the directory works