Public filings
5500mcp
Published by 5500mcp
Form 5500 data exactly as filed. Schedule C service-provider compensation and plan assets size a plan-advisory firm's retirement book and its concentration. Most useful when the practice advises retirement plans.
Remote
No auth
Official
https://5500mcp.ai/mcpWhat this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Trailing 12-month revenue
Drives: Revenue Multiple, Comparable Transactions
Assets under management
Drives: AUM Percentage
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.No credentials — it reads public Form 5500 filings.
How your agent connects it
- 1.Add the remote MCP server https://5500mcp.ai/mcp to your assistant — no key needed.
- 2.Ask the agent for the practice's filed Schedule C compensation (revenue), plan assets (AUM) and plan concentration.
Figures, not records
Your agent reads 5500mcp directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.