# FiduciarySignal: 401(k) Leads — Switch-risk plans for advisors

> AI-powered 401(k) plan prospecting intelligence for financial advisors. (iPhone/iPad app by Cortney Daniels.)

- Source: https://appshunter.io/ios/app/fiduciarysignal-401k-leads/id6801269685 (this page in markdown: same URL + `.md`)
- Developer: [Cortney Daniels](https://appshunter.io/developer/6801269687)
- Category: Business, Finance
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 0 MB
- Languages: American English
- Released: 2026-08-29
- Data updated: 2026-10-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/fiduciarysignal-401k-leads/id6801269685/reviews.md

## What is FiduciarySignal?

FiduciarySignal puts a decade of retirement-plan data behind every call you make: 10 years of public Form 5500 filings (2015–2024), 8.9 million filings read by AI, 836,367 plans scored and ranked for switch risk, and 833,597 decision-makers with a direct phone line.

It is AI-powered prospecting intelligence for retirement-plan advisors, built on public Form 5500 data and live signals. Built for financial advisors, TPAs, recordkeeper wholesalers, and benefits professionals who want to work the plans most likely to move — instead of grinding the same cold lists as everyone else.

Two tools sit on top of that dataset.

The Report Card grades any 401(k) plan from its public Form 5500 filing in seconds:

• Fees benchmarked against peers
• Funding, red flags, and providers
• Plan search, charts, and .docx report downloads
• The Form 5500 signer's contact details

The Change Predictor ranks every plan in a territory by the odds of a winnable advisor, recordkeeper, or TPA change:

• Scan a ZIP, radius, or state for a ranked, pre-qualified prospect list
• Assets, distance, a direct line, and a likelihood multiplier on each plan
• Signal filters and instant scan
• Per-plan talking points and a ready outreach email

The engine behind the scores, the Pre-Switch Signal Stack, is trained on 8.9 million Form 5500 filings across 10 years and calibrated on 610,000 real plan outcomes. It weighs 25 distinct switch signals — eleven of them live feeds refreshed weekly — and retrains every quarter as new filings land and deals close. It reports calibrated likelihoods, not certainty, and it was validated two independent ways: changer-vs-control research on 928 companies and a leakage-free temporal hold-out across 1.2 million plans. The plans it ranks highest go on to switch about 4.5x more often than average.

The watching never stops. About 11,000 plans sit on a weekly national monitor, watched for new signals every week, and 1,575 high-tier plans are currently flagged nationally. The week a watched plan in your territory makes its first move, the alert hits your inbox. Saved territories come with weekly digest emails.

Every score is explained in plain English, with the exact drivers behind it, so you walk into the call already knowing your angle. The Command Center keeps your pipeline, call states, notes, and saved territories in one place, with real-time alerts when a watched plan makes a move.

FiduciarySignal is prospecting software, not a lead agency. You run your own searches, you own your lists, and leads are never resold or shared with other advisors.

Data source: public U.S. Department of Labor EFAST2 Form 5500 filings plus live signal feeds refreshed weekly. FiduciarySignal is not affiliated with the DOL.

This app is for FiduciarySignal account holders. Sign in with your account to use the Report Card, the Change Predictor, and your saved territories on iPhone and iPad.

## Key features

- AI-powered switch risk scoring
- Plan fee benchmarking
- Decision-maker contact details
- Ranked prospect lists by territory
- Real-time change alerts
- Per-plan talking points
- Pipeline and notes management

## Is FiduciarySignal safe?

Not enough ratings yet to assess FiduciarySignal.

## Is FiduciarySignal legit?

FiduciarySignal: 401(k) Leads has limited verification signals. The AppsHunter Legitimacy Score for FiduciarySignal is 58 out of 100 points across 7 verification signals from App Store and developer data.

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/fiduciarysignal-401k-leads/id6801269685/reviews.md

### 5/5 — Finally, an App That Delivers on its Promise!

*2026-09-01*

Finally, an app that actually performs what it advertised! FiduciarySignal is a valuable tool for accessing real-time data on plans and provides meaningful insights that help advisors better identify and mitigate risk. It’s a true asset to the advisory process.

### 5/5 — Wow

*2026-08-30*

I can finally prospect retirement plans directly from my phone.   Very easy click to dial.  Pull reports plan scores.  The change predictor is awesome.

## Frequently asked questions about FiduciarySignal

### What is FiduciarySignal?

FiduciarySignal is an AI-powered prospecting intelligence tool for retirement-plan advisors. It analyzes public Form 5500 data to identify 401(k) plans most likely to switch providers, offering insights and contact information.

### How does FiduciarySignal identify switch-risk plans?

The tool uses an AI engine trained on millions of Form 5500 filings and live signals. It weighs 25 distinct switch signals, including weekly refreshed live feeds, to calculate the likelihood of a plan change.

### What kind of data does FiduciarySignal provide on 401(k) plans?

It provides data on fees benchmarked against peers, funding status, red flags, providers, plan search charts, .docx report downloads, and the Form 5500 signer's contact details.

### Can I get alerts for plans that are about to switch?

Yes, FiduciarySignal monitors thousands of plans weekly and sends alerts to your inbox the week a watched plan in your territory makes its first move. Saved territories also receive weekly digest emails.

### Is FiduciarySignal a lead generation service?

No, FiduciarySignal is prospecting software. Users run their own searches, own their lists, and leads are never resold or shared with other advisors.

### What devices does FiduciarySignal support?

FiduciarySignal is available on iPhone and iPad, allowing account holders to use its features on the go.

### How often is the data updated?

The AI engine retrains every quarter as new filings land and deals close. Live signal feeds are refreshed weekly, and approximately 11,000 plans are monitored weekly for new signals.

### What is the user sentiment for FiduciarySignal?

Based on the provided data, FiduciarySignal has a perfect 5.0-star rating from 4 ratings, indicating very positive user sentiment.

## Version history (last 1 release)

### 1.0 — 2026-08-29

No release notes.

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## Related topics

[fiduciary](https://appshunter.io/ios/topics/fiduciary)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-21.*