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Sponsor portfolio

THE FINIT GROUP LLC

EIN 04-3721437-Latest filing 2025
Plans
2
Retirement
1
$38.1M assets
Welfare
1
$333K premiums
Participants
361
8050 HOSBROOK ROAD, SUITE 326 - CINCINNATI, OH 45236513-793-4648
Plans on this EIN
2 filings
#001401k-$38.1M - 183 part#501Mixed-$333K - 404 lives

Benefits portfolio analytics

1 plan / $333K premiums / 404 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$185K
  • Life$129K
  • Long-term disability$129K
  • Other$129K
  • Vision$20K
Total $333K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • DELTA DENTAL OF CALIFORNIA55%
  • SUN LIFE ASSURANCE COMPANY OF CANADA39%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Total $333K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • HORAN ASSOCIATES INC.8%
Total $37K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FINIT 401(K)

401k

Assets$38.1M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FINIT SOLUTIONS HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$333K
Covered lives404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINIT 401(K)401k$38.1M1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FINIT SOLUTIONS HEALTH AND WELFARE PLANMixedDELTA DENTAL OF OHIO$333K4042025
Retirement plans
Welfare plans
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