Asset International, Inc.

Asset International, Inc., headquartered in Rockville, Maryland, is a for-profit organization specializing in Employee Retirement Income Security Act (ERISA) plan data and business intelligence solutions for the financial services sector. The company provides data, insights, and analytical tools to federal agencies, establishing itself as a critical data provider through its expertise in retirement plan information and regulatory compliance support. Asset International delivers comprehensive database subscription services and research analytics that integrate Form 5500 retirement plan filings with SEC, Financial Industry Regulatory Authority, and investment performance data to support federal agencies' monitoring and oversight of retirement plan trends, funding, service providers, and investments.

Asset International has secured multiple federal contract awards totaling approximately $1.395 million across several U.S. federal agencies without the use of set-aside designations. The company provided Form 5500 research subscription and data analysis services to the Department of Labor's Employee Benefits Security Administration under a $620,000 definitive contract awarded September 19, 2021, with an ultimate completion date of September 18, 2024, which included at least 30 licenses for edited Form 5500 plan data. The Securities and Exchange Commission awarded Asset International a $350,000 purchase order effective October 1, 2023, through September 30, 2025, for subscription services providing aggregated Form 5500 retirement plan filings matched to public SEC filings, assets under management data, and historical information spanning at least five years; notably, option periods II, III, and IV totaling $540,000 were not exercised in accordance with White House guidance on wasteful spending. A civilian federal agency's National Office awarded Asset International $210,000 through a definitive contract dated September 19, 2024, for Form 5500 research subscription and data analysis services, and subsequently awarded a $215,250 purchase order announced September 19, 2025, for database subscription services through September 18, 2026. All contracts were pursued through sole-source or pre-solicitation processes, reflecting Asset International's unique capabilities in ERISA plan data analysis and its established position as the incumbent contractor for specialized federal retirement plan oversight services.