Latest clean profile of one plan
get_planRead-onlyIdempotent
The plan as of its latest filing: identity and status, plan type and features, assets and participants, average balance and approximate return, recordkeeper, advisors and auditor, headline fees, screening signals and data-quality flags.
When the latest year is a small-plan filing (no Schedule C), the recordkeeper shown is the last one seen
on an earlier Schedule C, labeled with its year and a lower confidence. availability says which years
get_plan_history and get_plan_fees will return.
Price: $0.03 per call, paid in USDC on Base (mainnet) with x402 (MCP transport). Without payment the tool returns the payment requirements. Errors and empty results aren't charged.
Same data as GET /plan of the Plan Data API.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pn | No | Plan number (1-999; 1 and 001 both work). Optional when the EIN sponsors only one retirement plan; otherwise the error lists the plans to choose from. | |
| ein | Yes | Sponsor EIN (9 digits, dashes allowed). |