Public data outbound, run on revenue share
Your next hundred clients already filed.
Vedra Capital builds and runs outbound email systems from public data, at our cost, for a share of the revenue they bring in. We start with the Form 5500, the annual report most private retirement and large benefit plans file with the Department of Labor.
- Paid to recordkeepers and administrators$10.45BSCHEDULE C, CODES 13, 14, 15
- Commissions and fees paid to insurance brokers$8.36BSCHEDULE A
- Participant deposits reported late$4.97BSCHEDULE H AND 5500 SF
- Plan audit fees$492MSCHEDULE H
- Plans on file, each with a name and an address986,213FORM 5500 AND 5500 SF
How it works
Every email is written from the prospect's own filing.
The filing names the company, the plan, the people covered, the vendors and what each vendor was paid. That is a better opening line than anything a sales team can guess.
We read your book
We find every plan that names your firm, every plan that left you last year, and who took it. You see it before you sign anything.
We build the list
Every plan in your states that fits your work, ranked by what its filing shows. Your current clients come off the list.
We write from the numbers
Each email opens with that company's own figure. You approve the copy. Nothing goes out in your name without your yes.
We run the system
Domains, inboxes, warmup, enrichment and sending are ours to build and ours to pay for. Your main email domain is never touched.
You take the meeting
Interested replies land on your calendar with the filing attached. Your team runs the conversation and signs the client.
We keep the ledger
Every account we introduce is logged with a date. You see the ledger every month. We only earn on accounts in it.
Who it is for
Firms the filing already names.
The file names these firms and their clients. A firm with 20 to 500 plans is large enough to serve new accounts and small enough to have no outbound team of its own.
| Firm | What the filing shows you | Named in file | 20 to 500 plans |
|---|---|---|---|
| Actuarial and cash balance firms | Owners out of room in a 401(k), with no pension plan on file | 1,000 | 263 |
| Recordkeepers and administrators | The incumbent, the fee paid, late deposits | 6,289 | 295 |
| Plan audit firms | The incumbent auditor and the audit fee | 4,050 | 521 |
| Benefits brokers | The incumbent broker, the commission, the carrier, the contract end date | 51,001 | 1,115 |
Counted by Vedra from raw Department of Labor Form 5500 data, plan year 2024, Schedules SB, C, H and A, filings received through 24 October 2026. Firms are grouped by reported name or EIN, so one firm with many spellings can count more than once.
Start here
Your report is already built.
We built one for 2,186 firms. Find yours. It costs nothing and asks for nothing. It is the same analysis we would run for your clients.
- Your book as the government sees itPlans, participants, assets and states, from your own filings.
- Who left, and who took themPlans that named you in 2023 and named someone else in 2024.
- Named accounts you are not inCompanies in your states, with the number that opens the conversation.
- The email for each oneWritten from that company's filing, ready for your edit.
- The dollars, on your assumptionsMove the reply and close rates yourself. No campaign result is promised.
Terms
We carry the cost. We get paid when you do.
No setup fee
We pay for the data work, domains, inboxes, enrichment and sending.
A share of collected revenue
On accounts in the ledger, from the money you actually collect. Where your license limits how a marketer can be paid, we use a structure your counsel approves.
One firm per territory
Once you sign, we do not run the same offer for a competitor in the states you hold.
People
Who runs it.
Morgan Clark
Managing Partner
Morgan runs Vedra Capital from Ponte Vedra Beach, Florida. Before Vedra he was Chief Credit Officer at Yes Financial Service, where he built and managed a 15 person deal acquisition team. He is also a partner at Ricci Capital Partners, where he runs a small engineering team focused on outbound deal origination.
Reach him at morgan@vedra.capital.