Full-page exports from Axiomatic Plan Intelligence, built on public Form 5500 Schedule H / Schedule C filings.
| Name | Public/Private | Format | Pages | Size | |
|---|---|---|---|---|---|
| Asset Manager Tearsheet Sample (The Vanguard Group) | Public | 5 | 832 KB | Download | |
| Plan Tearsheet Sample (The Boeing Company 401(k) Retirement Plan) | Public | 4 | 576 KB | Download | |
| Fund Tearsheet Sample (Fidelity 500 Index Fund) | Public | 6 | 799 KB | Download |
A multi-company Company Report export, comparing firmographics, employment, and DC plan contributions across peers.
| Name | Public/Private | Format | Pages | Size | |
|---|---|---|---|---|---|
| Company Report Sample (Boeing vs. Aerospace Peers) | Public | 3 | 543 KB | Download |
| Name | Public/Private | Format | Rows | Size | |
|---|---|---|---|---|---|
| Prepaid Legal Sample | Public | Excel | 10 | 18 KB | Download |
| Private Company Prospecting Sample (Rhode Island) | Private | Excel | 3,213 | 513 KB | Download |
| Private Company Prospecting Sample (South Dakota) | Private | Excel | 1,556 | 270 KB | Download |
| Private Company Historical 2013-2021 Sample | Private | Excel | 1,000 | 2,6 MB | Download |
| Russell 3000 Companies Sample (2019) | Public | Excel | 100 | 55 KB | Download |
| Russell 3000 Companies Sample (2022) | Public | Excel | 100 | 75 KB | Download |