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  1. Companies/
  2. Definiti, LLC (PPP)
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Definiti, LLC (PPP)

EIN 85-0833363-financial services-Latest filing 2025
Plans
6
Retirement
5
$91.4M assets
Health & Benefits
1
$368K premiums
Participants
1,826
535 KEISLER DRIVE, SUITE 102 - CARY, NC 27518800-882-4026definiti-llc.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
6 filings
#403401(k)-$37.9M - 859 part#001401(k)-$26.7M - 416 part#401401(k)-$20.5M - 124 part#402401(k)-$5.9M - 122 part#405401(k)-$290K - 7 part#501Mixed-$368K - 373 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

5 plans aggregated / $91.4M assets / 1,528 participants

Assets by plan

Share of aggregate retirement assets

  • POOLED EMPLOYER PLAN (#403)$37.9M
  • DEFINITI 401(K) (#001)$26.7M
  • NCDS RETIREMENT PLAN (#401)$20.5M
  • POOLED EMPLOYER PLAN (#402)$5.9M
  • PLAN MASTER PEP (#405)$290K
Total $91.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • TRANSAMERICA RETIREMENT SOLUTIONS$37.9M
  • (Not disclosed)$26.8M
  • JOHN HANCOCK LIFE INSURANCE COMPANY$26.7M
Total $91.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • POOLED EMPLOYER PLAN (#403)859
  • DEFINITI 401(K) (#001)416
  • NCDS RETIREMENT PLAN (#401)124
  • POOLED EMPLOYER PLAN (#402)122
  • PLAN MASTER PEP (#405)7
Total 1,528Select a row to open it

Benefits portfolio analytics

1 plan / $368K premiums / 373 covered lives

Coverage 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
Total $368K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#403

NCSFA POOLED EMPLOYER PLAN

401(k)

Assets$37.9M
Participants859
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

DEFINITI 401(K) PLAN

401(k)

Assets$26.7M
Participants416
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#401

THE NCDS RETIREMENT PLAN

401(k)

Assets$20.5M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#402

CAPITAL ADVISERS POOLED EMPLOYER PLAN

401(k)

Assets$5.9M
Participants122
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#405

FINANCIAL GUIDE GROUP RETIREMENT PLAN MASTER PEP

401(k)

Assets$290K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DEFINITI LLC. EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$368K
Covered lives373
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

5 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#403NCSFA POOLED EMPLOYER PLAN401(k)$37.9M8592025
#001DEFINITI 401(K) PLAN401(k)$26.7M4162025
#401THE NCDS RETIREMENT PLAN401(k)$20.5M1242025
#402CAPITAL ADVISERS POOLED EMPLOYER PLAN401(k)$5.9M1222025
#405FINANCIAL GUIDE GROUP RETIREMENT PLAN MASTER PEP401(k)$290K72025
  • NCSFA POOLED EMPLOYER PLAN$37.9M
    #403 · 401(k) · 2025859
  • DEFINITI 401(K) PLAN$26.7M
    #001 · 401(k) · 2025416
  • THE NCDS RETIREMENT PLAN$20.5M
    #401 · 401(k) · 2025124
  • CAPITAL ADVISERS POOLED EMPLOYER PLAN$5.9M
    #402 · 401(k) · 2025122
  • FINANCIAL GUIDE GROUP RETIREMENT PLAN MASTER PEP$290K
    #405 · 401(k) · 20257

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DEFINITI LLC. EMPLOYEE BENEFITS PLANMixedDELTA DENTAL INSURANCE COMPANY$368K3732025
  • DEFINITI LLC. EMPLOYEE BENEFITS PLAN$368K
    #501 · Mixed · DELTA DENTAL INSURANCE COMPANY · 2025373
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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  4. Retirement plans
  5. Health & Benefits plans
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