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Approved Software Vendors

All Form 5500 Annual Returns/Reports must be filed electronically (see the Department of Labor's Final Rule on Annual Reporting and Disclosure). Under the all-electronic EFAST2, filers choose between using EFAST2-approved vendor software or the EFAST2 web-based filing system (IFILE) to prepare and submit the Form 5500 Series Annual Return/Report. Completed forms are submitted via the Internet. EFAST2 electronic credentials must be obtained to sign and/or submit the Form 5500 Series Annual Return/Report, or to prepare a return/report in IFILE. EFAST2 electronic credentials can be obtained by registering.

EBSA will list on this Web site the private sector companies who have developed software that has been approved for use in completing the Form 5500 and Form 5500-SF under the EFAST2 system. EBSA has approved some companies for all Form 5500 forms and schedules and, in response to requests, provides limited approval for other companies as described on this webpage. Information on these products and their vendors' is provided for the convenience of filers. The U.S. Department of Labor does not endorse or warrant these companies, their products, or their services. Private companies interested in designing their own Form 5500 preparation/submission software should review the EFAST2 software developer guide.


Company Name
Product Name
Form Version 2020
Form Version 2019

401GO

401GO

Limited Information

N/A

401kAdministrators.com

mrs401k.com

Yes

Yes

ASC Corporation

DGEM (www.asc-net.com)

Yes

Yes

Blaze SSI Corp

www.blazessi.com

Yes

Yes

CCH

ProSystem fx

Yes

Yes

CCH Small Firm Services

ATX

Yes

Yes

CS Professional Suite - Thomson Reuters

UltraTax

Yes

Yes

CXC Solutions

Compliance Central

Yes

Yes

DATAIR Employee Benefit Systems, Inc.

Pension Reporter

Yes

Yes

Fidelity Workplace Services, LLC

TRS Preparation

Limited Information

Limited Information

FIS

FISGlobal.com

Yes

Yes

Guideline, Inc.

GDL 5500

Yes

Yes

Intuit

Lacerte 5500

Yes

Yes

LimPark LLC

limpark.co

Limited Information

Limited Information

Paychex

Paychex

Limited Information

Limited Information

The Principal Financial Group

The Principal Financial Group

Yes

Yes

Thomson Reuters

Onvio

Yes

Yes

Thomson Reuters - GoSystem/ONESOURCE

GoSystem/ONESOURCE

Yes

Yes

Wolters Kluwer Law & Business

ftwilliam.com

Yes

Yes

Wrangle, LLC

TED

Limited Information

Limited Information