Adopt(k) - Adoption Agreement Parser

Plan Extraction Results

Review the extracted data below. Certified values are verified from the source document.

Trust Level

100% or Silent

Waiting for PDF upload and analysis...

Analyzing adoption agreement...

Saving you hours of manual data entry

Export Options

Certified values only

📖 How to Use Adopt(k)

🎯 What is Adopt(k)?

Adopt(k) is an AI-powered tool that automatically extracts key plan design information from 401(k) adoption agreements. Upload a PDF and get structured data in seconds — no manual data entry required.

🔒 Trust Contract: If Adopt(k) returns a value, it's certified correct. Empty fields mean we couldn't verify with 100% certainty.

📋 How to Extract Plan Data

Step 1: Select your preferred LLM model (Opus recommended)
Step 2: Click the upload area and select your adoption agreement PDF
Step 3: Click "Process Document" and wait for two-pass extraction (30–60 seconds)
Step 4: Review certified values and click "Source" to see evidence

✅ Understanding Status Badges

CERTIFIED

Value verified directly from document text.

AMBIGUOUS

Document uses unclear language.

CONFLICT

Multiple conflicting provisions found.

SILENT

Document doesn't address this provision.

💡 Pro Tip: Click the "Source" button on any certified field to see the exact document text that supports the extracted value.

✨ What's New in v3.0

🚀 Two-Pass Extraction

Adopt(k) now scans the entire document first to map which pages cover each topic, then extracts fields with targeted prompts. This dramatically improves coverage for contribution formulas, auto-enrollment details, and vesting schedules.

Result: Estimated 2x improvement in field coverage compared to single-pass extraction.

🔎 Vendor Detection

The system automatically identifies the document provider (Guideline, ADP, Principal, etc.) and template type.

📋 Source Evidence

Click "Source" on any certified field to see the exact page, section, and verbatim quote.