Automate the capture of plan details, contribution data, and participant information from Form 5500, payroll files, and plan documents. Validate consistency across data sources to ensure compliance and audit readiness.

Simplify 401(k) Audits and Reporting with Structured Compliance Data

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Explore how plan filings, payroll data, and participant records are automatically reconciled — every figure and finding linked to its original document source.

See Compliance Extraction in Action

Extract, validate, and monitor 401(k) plan details from filings and records with full audit traceability.

401(k) Compliance Extractor

Simplify 401(k) Audits and Reporting with Structured Compliance Data

See Compliance Extraction in Action