Catch EFAST2 edit-test failures before the DOL does.
60 deterministic checks. Every finding cites a public rule. Upload a draft PDF, walk away with a flagged-issue review in under three minutes.
- ✓Citations to the EFAST2 spec or IRS instruction on every finding.
- ✓Flags "cannot determine" rather than guessing.
- ✓Public rule catalog — audit what we lint before you trust it.
or drag a file here
PDF only · 10MB max
Three minutes, one PDF in, one PDF out.
Upload
Drag a draft Form 5500-SF or 5500-EZ PDF onto the dropzone (or click). Up to 10MB per file.
Parse + lint
We extract every line value deterministically, then run the EFAST2 edit-check library against it.
Walk away with a review PDF
Findings grouped by severity, each citing an edit-test ID and the IRS instruction. Hand it to staff or attach to workpapers.
Eight rule categories. Every finding cites a public rule.
The full catalog (~60 rules) lives on the public rules page. Every rule below is checked deterministically — no AI in the loop on rule logic.
What we DON'T check
- —Schedule SB actuarial assumptions or valuation methodology.
- —Plan-document terms (eligibility, vesting, allocation formulas).
- —ERISA legal sufficiency or fiduciary compliance.
- —Whether the numbers on the form match the underlying trust accounting.
This is a pre-submission lint tool, not a substitute for ERISA counsel review. We catch the documented edit-test failures and common cross-tie errors in our published rule library — not every possible DOL rejection.
See the artifact before you pay.
A static mockup of the review PDF — actual reports include all findings, observed-vs-expected detail, and IRS instruction links per finding.