Public filings
PlanTrust
Published by PlanTrust
Form 5500 database for provider due diligence — a plan advisor's filed compensation and plan assets.
Remote
API key
Official
What 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
What you approve
- 1.A PlanTrust API key for read-only Form 5500 lookups.
How your agent connects it
- 1.Add the PlanTrust MCP server to your assistant with your API key.
- 2.Ask the agent for the advisor's filed plan compensation (revenue) and plan assets (AUM).
Figures, not records
Your agent reads PlanTrust 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.