Filings through .
Definiti LLC
Matched across 9 name variants in the filings
Definiti LLC summary
Definiti LLC appears on 305 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $6.4B in assets for 144,074 participants. The median client plan holds $12.5M. Most client plans are sponsored in PA, TX and FL. The largest clients by plan assets are Sasol (USA) Corporation, Donaldson Company, Inc. and The Alden Group, Ltd.. Plans reported $5.1M in direct and indirect compensation paid to Definiti LLC. The median is $10K per plan.
- Participants
- 144,074
- Median plan assets
- $12.5M
- Median plan participants
- 279
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Sasol (USA) Corporation | TX | $268M | 1,881 |
| Donaldson Company, Inc., plan 001 | MN | $174M | 2,170 |
| The Alden Group, Ltd. | IL | $153M | 5,291 |
| SGS North America Inc. | NJ | $139M | 2,298 |
| Investment Corporation of America | TX | $128M | 878 |
| Butler Memorial Hospital | PA | $113M | 2,478 |
| Fullsight, LLC | PA | $112M | 615 |
| GLY Construction, Inc. | WA | $104M | 279 |
| McCormick Taylor, Inc. | PA | $98.4M | 581 |
| Donaldson Company, Inc., plan 003 | MN | $96.6M | 1,410 |
| Guadalupe Valley Telephone Cooperative, Inc. | TX | $82.3M | 140 |
| Berger Singerman, LLP | FL | $82.1M | 229 |
| Americantcs Fiduciary Services, LLC | PA | $81.8M | 1,415 |
| Maxwell, Locke & Ritter, LLP | TX | $78.1M | 231 |
| Paragon Anesthesia, P.C. | TN | $73.3M | 199 |
| Southcoast Medical Group, LLC | GA | $72.2M | 594 |
| McCombs HFC, Ltd. Dba Red McCombs Ford | TX | $72.0M | 1,129 |
| CCM Administrative Services, LLC | IL | $70.8M | 724 |
| Penn Highlands Healthcare | PA | $70.5M | 970 |
| The Kolter Group LLC | FL | $69.6M | 808 |
| Rothwell, Figg, Ernst & Manbeck, P.C. | DC | $69.2M | 117 |
| Becker & Poliakoff, P.A. | FL | $62.1M | 435 |
| Oliver Packaging, LLC | NY | $60.2M | 678 |
| Charleston Ent Associates, LLC | SC | $58.9M | 439 |
| Ennis, Inc. | TX | $53.3M | 812 |
- TXParticipants 1,881
- MNParticipants 2,170
- ILParticipants 5,291
- NJParticipants 2,298
- TXParticipants 878
- PAParticipants 2,478
- Fullsight, LLC$112MPAParticipants 615
- WAParticipants 279
- McCormick Taylor, Inc.$98.4MPAParticipants 581
- MNParticipants 1,410
- TXParticipants 140
- Berger Singerman, LLP$82.1MFLParticipants 229
- PAParticipants 1,415
- TXParticipants 231
- Paragon Anesthesia, P.C.$73.3MTNParticipants 199
- GAParticipants 594
- TXParticipants 1,129
- ILParticipants 724
- PAParticipants 970
- The Kolter Group LLC$69.6MFLParticipants 808
- DCParticipants 117
- Becker & Poliakoff, P.A.$62.1MFLParticipants 435
- Oliver Packaging, LLC$60.2MNYParticipants 678
- SCParticipants 439
- Ennis, Inc.$53.3MTXParticipants 812
Top client states
- PA63 plans
- TX41 plans
- FL30 plans
- WA19 plans
- NC13 plans
Frequently asked questions
- Who uses Definiti LLC?
- 305 retirement plans list Definiti LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Sasol (USA) Corporation, Donaldson Company, Inc., The Alden Group, Ltd., SGS North America Inc. and Investment Corporation of America. Most client plans are sponsored in PA, TX and FL.
- How many plans does Definiti LLC serve?
- Definiti LLC serves 305 retirement plans with $6.4B in plan assets and 144,074 participants, based on the latest Form 5500 filings through 2024.
- What does Definiti LLC charge?
- Plans reported $5.1M in total Schedule C compensation paid to Definiti LLC. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Definiti as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 27 |
| JPMorgan | 14 |
| Capital Group | 13 |
| T. Rowe Price | 12 |
| American Century | 11 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.