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Plan Data API

Every plan year of one plan: assets, participants, growth breakdown, providers, events

get_plan_history
Read-onlyIdempotent

One entry per plan year, oldest first: the filing used, assets and participants, average balance, approximate return, participant growth (flagged across the 2023 counting change), the growth breakdown (contributions, investment return, distributions, expenses, transfers), plan-paid expenses and Schedule C fees in bps, the year's recordkeeper / primary advisor / auditor, and the change events detected that year.

Price: $0.25 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/history 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).

Schema Changelog

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