{"id":37929,"date":"2026-09-14T12:03:28","date_gmt":"2026-09-14T11:03:28","guid":{"rendered":"https:\/\/www.exchange-data.com\/product\/form-5500-defined-contribution-plan-data\/"},"modified":"2026-09-15T17:10:28","modified_gmt":"2026-09-15T16:10:28","slug":"datos-de-planes-de-contribucion-definida-del-formulario-5500","status":"publish","type":"product","link":"https:\/\/www.exchange-data.com\/es\/product\/datos-de-planes-de-contribucion-definida-del-formulario-5500\/","title":{"rendered":"Datos de Planes de Contribuci\u00f3n Definida del Formulario 5500"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Convertimos los formularios 5500 en inteligencia accionable para planes 401(k), dise\u00f1ada para asset managers y distribuidores.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Axiomatic Plan Intelligence transforma las presentaciones del Formulario 5500 del Departamento de Trabajo de EE. UU. en una base de datos estructurada y lista para consulta sobre el mercado de planes de retiro. Construida a partir de los formularios principales y los Anexos A, C y H, la soluci\u00f3n ofrece a gestores de inversiones, DCIO&#8217;s (Distribuidor especializado en inversiones para planes de contribuci\u00f3n definida), RIAs (Asesor de inversiones registrado), TAMPs (Plataforma integral de gesti\u00f3n de activos e inversiones) y consultores de pensiones, una visi\u00f3n clara de qui\u00e9n administra los planes de contribuci\u00f3n definida y beneficio definido en EE. UU., qu\u00e9 activos mantienen, cu\u00e1nto pagan y qu\u00e9 proveedores utilizan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">La base de datos cubre aproximadamente 60,000 planes, m\u00e1s de 450 gestores de activos e inversiones y 6,500 fondos, con cerca de tres a\u00f1os de informaci\u00f3n hist\u00f3rica para an\u00e1lisis de tendencias y cambios. Su principal diferenciador es la inteligencia sobre la composici\u00f3n del fondo, obtenida del Anexo H, l\u00ednea 4i, una fuente de datos en PDF no estructurada que la mayor\u00eda de los competidores no logra procesar. Esto se complementa con un proceso de normalizaci\u00f3n de fondos que vincula las versiones en Fondos Mutuos y Fideicomisos de inversi\u00f3n colectiva (CITs) de una misma estrategia subyacente. La informaci\u00f3n del Anexo C sobre compensaci\u00f3n a proveedores agrega visibilidad sobre las tarifas y las relaciones de servicio detr\u00e1s de cada plan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">El contenido est\u00e1 estructurado en m\u00e1s de 200 indicadores preprocesados y agrupados en 20 categor\u00edas, permitiendo a los usuarios filtrar, comparar y prospectar sin tener que manipular archivos no estructurados. A diferencia de las bases de datos centradas en rendimientos o en valores individuales, Axiomatic se enfoca en el nivel del patrocinador del plan (plan sponsor) y el responsable de la asignaci\u00f3n de inversiones (allocator), funcionando como un complemento a los flujos de informaci\u00f3n de fondos y datos de mercado. Entre los usos m\u00e1s comunes se encuentran el dimensionamiento de oportunidades, el an\u00e1lisis de reemplazo competitivo, el benchmarking de tarifas y la focalizaci\u00f3n de distribuci\u00f3n.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">La actualizaci\u00f3n de cobertura es trimestral, con un proceso activo de migraci\u00f3n hacia ciclos mensuales para mayor precisi\u00f3n y oportunidad. La entrega se realiza v\u00eda API y flujos de datos masivos, e incluye eventos de cambio preprocesados que destacan autom\u00e1ticamente las variaciones en activos, fondos y proveedores entre per\u00edodos, eliminando trabajo manual para nuestros clientes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Fuente:<\/strong> Formulario 5500 del Departamento de Trabajo (Anexos A, C, H)<\/span><br \/>\n<span style=\"font-weight: 400;\"><strong>Cobertura:<\/strong> ~60,000 planes, 450+ gestores, 6,500+ fondos<\/span><br \/>\n<span style=\"font-weight: 400;\"><strong>Informaci\u00f3n Hist\u00f3rica:<\/strong> ~3 a\u00f1os<\/span><br \/>\n<span style=\"font-weight: 400;\"><strong>Actualizaciones:<\/strong> Trimestrales (\u2192 mensuales)<\/span><br \/>\n<span style=\"font-weight: 400;\"><strong>Entrega:<\/strong> API, Archivos de Datos Masivos (Data Feeds)<\/span><\/p>\n","protected":false},"featured_media":0,"template":"","country":[],"product_category":[3186,3180],"class_list":["post-37929","product","type-product","status-publish","hentry","product_category-fondos-de-inversion","product_category-ofertas-especializadas-productos-y-servicios","no-post-thumbnail"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.5 (Yoast SEO v28.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Datos de Planes de Contribuci\u00f3n Definida del Formulario 5500 | Exchange Data International<\/title>\n<meta name=\"description\" content=\"Turning raw Form 5500 filings into actionable 401(k) plan intelligence for asset managers and distributors.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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