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Plan Data API

Schedule C fee breakdown in dollars and bps, with completeness notes

get_plan_fees
Read-onlyIdempotent

For each large plan year: Schedule C pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis points of average net assets; every provider on the Schedule C with names as filed, codes, direct and indirect pay; Schedule H line 2i expenses as a second view; and a completeness rating with the reasons.

Small plans file no Schedule C: the response still succeeds, with schedule_c_available: false and the plan-paid expenses that small plans do report. Check get_plan availability.fee_years first to see which years have a breakdown. Fees are floors: see meta.coverage_notes.

Price: $0.10 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 /fees of the Plan Data API.

Input Schema

NameRequiredDescriptionDefault
pnNoPlan number (1-999). Optional when the EIN has one plan.
einYesSponsor EIN (9 digits, dashes allowed).
plan_yearNoOne plan year only. Default: every year.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

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