01-26-2026, 05:48 AM
#1
This data was uploaded in January, 2026.

There are 20,000,000 total lines.

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Code:
"Record ID","First Name","Last Name","# of Clients","# of Funded Clients","#ofadults","#ofchildren","#ofguests","2. Providing a seamless digital experience for your clients, including easy-to-use online portals and mobile access.","2023SurveyCohort","2023SurveyTenure","2024Survey401kFirm","2024SurveyCohort","2024SurveyTenure","2025Survey401(k)Assets","2025Survey401(k)Plans","2025SurveyBASAssets","2025SurveyCohort","2025SurveyTenure","2025SurveyWealthandRetirement","401k plan type","Access to Authority?","Account Manager Email_Most Recent Plan","Account Manager Full Name_Most Recent Plan","Account Name","activated_any_active_plan","activated_any_onboarding_plan","activated_most_recent_plan","activation_updated_at_most_recent_plan","Actively being Sequenced","Ad Hoc_401(k) Conversion?","Ad hoc_401(k) Participation Rate in Dashboard","Ad Hoc_Abandoned Plan Letter","Ad hoc_Account Manager Calendly Link","Ad hoc_Account Manager Email","Ad hoc_Account Manager First Name","Ad hoc_Account Manager Full Name","Ad Hoc_Advised Relationship Manager Email","Ad Hoc_Advised Relationship Manager Full Name","Ad Hoc_Billing_Is 401(k) Plan on Auto Pay","Ad Hoc_Billing_Stripe Billing Email","Ad Hoc_Billing_Stripe Billing ID","Ad hoc_Candidate for re-enrollment","Ad hoc_Client Success Manager Email","Ad hoc_Client Success Manager Full Name","Ad hoc_Completed NPS Survey_Capstone","Ad hoc_Employer name","Ad Hoc_Forfeiture Remediation Scenario","Ad Hoc_Form 5500 Signer Full Name","Ad Hoc_Has Auto Enroll","Ad Hoc_Is 401(k) Advisor","Ad Hoc_Is Plan Advised?","Ad Hoc_KYB Remediation_Company names","Ad Hoc_New Base Fee 2025","Ad Hoc_Old Base Fee 2025","Ad hoc_Payroll integration status, multiple plans","Ad hoc_Payroll Provider","Ad Hoc_Plan has 529","Ad Hoc_Plan Has Any Match (Safe Harbor, Discretionary)","Ad Hoc_Plan has Financial Coaching","Ad Hoc_Plan Has QLSP Match","Ad Hoc_Plan Has Safe Harbor Match","Ad Hoc_Plan has Student Loan Management","Ad Hoc_Plan ID","Ad Hoc_Plan Name","Ad Hoc_Plan names (mutliple)","Ad Hoc_Plan Status","Ad Hoc_Plan Support Tier","Ad Hoc_RK Fee Consent_Company names","Ad Hoc_SECURE, Add auto enroll","Ad Hoc_SECURE, Add auto escalation","Ad Hoc_SECURE, Add permissible withdrawal","Ad Hoc_SECURE, Increase default rate","Ad hoc_Swag Order Code","ad_hoc_avg_dollar_invested_year_in_review","ad_hoc_avg_participant_balance_year_in_review","ad_hoc_avg_percent_invested_year_in_review","ad_hoc_crm_testing","ad_hoc_employees_added_year_in_review","ad_hoc_invested_by_employees_year_in_review","ad_hoc_new_point_of_contact_email","ad_hoc_new_point_of_contact_name","ad_hoc_participation_year_in_review","ad_hoc_payroll_integration_year_in_review","ad_hoc_percent_eligible_claimed_year_in_review","Advised 401k contact","Advised 401K Interest ","Advised 401k Lifecycle","Advised_Most Recent Plan","Advisor product interest","Advisor Referral___Plan Type","Advisor Referral_AUM","Advisor Referral_Plan Name","Advisor Referral_Total Participants","Advisor Score","Advisor Score engagement","Advisor Score fit","Advisor Score threshold","Advisor Success Owner Email*","Advisor Success Owner First Name*","Advisor Success Owner Last Name*","Advisor Type","advisor_is_only_plan_manager","AdvizorPro Search Name","Affiliated Advisor","Affiliated Broker Dealer","Age of eligibility for 401(k) plan?","Annual Revenue","Approximate # of Solo 401(k)s managed","Approximate AUM","Approximate Solo 401(k) assets managed","archive_Activated*","archive_Is Activated Plan Manager?","archive_Is Authorized Plan Manager?","archive_Is Plan Advisor?","archive_Is Plan Manager TPA?","archive_Qualtrics Role Category","archive_Qualtrics TPA","archive_Receive Deferral Setting Change Emails","archive_Receive Distribution and Loan Emails","archive_Receive Payroll Emails","archive_Receive Plan Administration Emails","Are you evaluating new 401(k) solutions for your company? 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""Opportunity (Lifecycle Stage Pipeline)""","Date entered ""Other (Lifecycle Stage Pipeline)""","Date entered ""Sales Qualified Lead (Lifecycle Stage Pipeline)""","Date entered ""Subscriber (Lifecycle Stage Pipeline)""","Date exited ""Customer (Lifecycle Stage Pipeline)""","Date exited ""Evangelist (Lifecycle Stage Pipeline)""","Date exited ""Lead (Lifecycle Stage Pipeline)""","Date exited ""Marketing Qualified Lead (Lifecycle Stage Pipeline)""","Date exited ""Opportunity (Lifecycle Stage Pipeline)""","Date exited ""Other (Lifecycle Stage Pipeline)""","Date exited ""Sales Qualified Lead (Lifecycle Stage Pipeline)""","Date exited ""Subscriber (Lifecycle Stage Pipeline)""","Date Moved to Accepted","Date moved to Closed Lost","Date Moved to Converted","Date moved to Discovery","Date moved to Disqualified Prospect","Date moved to Engaged Lead","Date moved to First touch","Date moved to Meeting Missed","Date moved to Meeting Set","Date moved to No Response","Date moved to Not Viable","Date 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