Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEFINITI LLC
EIN 85-0833363financial servicesLatest filing 2025
Plans
4
Retirement
3
$59.3M assets
Welfare
1
$368K premiums
Participants
1,498
3 HOLLAND STREET - ERIE, PA 16507281-863-1952definiti-llc.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
4 filingsRetirement portfolio analytics
3 plans aggregated / $59.3M assets / 1,200 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
52%top
- TRANSAMERICA RETIREMENT SOLUTIONS52%
- JOHN HANCOCK LIFE INSURANCE COMPANY45%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $368K premiums / 373 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$173K
- Life$161K
- Short-term disability$161K
- Long-term disability$161K
- Other$161K
- Vision$34K
Carrier market share
Premium dollars by Schedule A carrier
47%top
- DELTA DENTAL OF CALIFORNIA47%
- UNITED OF OMAHA LIFE INSURANCE COMPANY44%
- VISION SERVICE PLAN9%
Broker market share
Schedule A broker compensation
100%top
- THE RICHARDS GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#403
NCSFA POOLED EMPLOYER PLAN
401k
Assets$30.7M
Participants797
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DEFINITI 401(K) PLAN
401k
Assets$26.7M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#401
THE NCDS RETIREMENT PLAN
401k
Assets$1.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
DEFINITI LLC. EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL INSURANCE COMPANY
Premiums$368K
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 403 | NCSFA POOLED EMPLOYER PLAN | 401k | $30.7M | 797 | 2024 | |
| 001 | DEFINITI 401(K) PLAN | 401k | $26.7M | 387 | 2024 | |
| 401 | THE NCDS RETIREMENT PLAN | 401k | $1.9M | 16 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DEFINITI LLC. EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL INSURANCE COMPANY | $368K | 373 | 2025 |
Retirement plans
Welfare plans