DEFINITI LLC
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served251-9 YoYRank #101 of mapped providers
Assets under administration$4.8B0.0%Market share · rank #1998
Fees received$4MMedian $10,535/planSum across Schedule C direct + indirect
Net wins YoY-1450 won · 64 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical DEFINITI LLC plan look like?
Service mix · median fees per plan
Count of plans where DEFINITI LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 136 | $10,391 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 40 | $10,601 | |
Other services; Other feesCode 49 | 20 | $7,734 | |
Actuarial; Direct payment from the planCode 11 | 12 | $30,115 | |
Recordkeeping feesCode 64 | 11 | $13,195 | |
Other feesCode 99 | 10 | $7,812 | |
Plan Administrator; Consulting (pension); Accounting (including auditing)Code 10 | 8 | $7,763 | |
Plan AdministratorCode 14 | 2 | $5,111 |
Competitor overlap
Percent of DEFINITI LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under DEFINITI LLC.
| Sponsor | From | Assets |
|---|---|---|
THE KOLTER GROUP LLCFL · 271556391-001 | LPL FINANCIAL | $57M |
ENNIS, INC.TX · 750256410-001 | RETIREMENT HORIZONS INC. | $52M |
CRESSET ADMINISTRATIVE SERVICES CORPORATIONIL · 832030745-001 | (new plan) | $48M |
BROWN DISTRIBUTING COMPANY, LTDTX · 742983920-001 | ROBERT HALF | $39M |
G.O. CARLSON, INC.PA · 230457636-008 | MAIN LINE FINANCIAL ADVISORS, LLC | $33M |
SOUTHWEST ASBESTOS WORKERS LOCAL 94OK · 736158924-001 | RETIREMENT, LLC | $28M |
THE PIPE LINE DEVELOPMENT COMPANYOH · 340805493-002 | NOBLE-DAVIS CONSULTING, INC. | $27M |
BRENTWOOD BANKPA · 251781429-002 | (new plan) | $25M |
G.O. CARLSON, INC.PA · 230457636-002 | MAIN LINE FINANCIAL ADVISORS, LLC | $24M |
PROTRANS INTERNATIONAL, LLCIN · 351907022-001 | CHARLES SCHWAB & CO., INC. | $24M |
Plans lost in 2024
Appeared last year under DEFINITI LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
C.G. BRETTING MANUFACTURING COMPANY, INC.WI · 390181590-003 | LPL FINANCIAL | $81M |
LAKE RIDGE BANKWI · 390634040-001 | STRATEGIC ADVISORS, INC. | $62M |
HEA CLINIC, P.A. DBA HOUSTON EYE ASSOCIATESTX · 760512625-001 | HOUSTON EYE | $62M |
SKYGEN USAWI · 810762694-001 | RBC WEALTH MANAGEMENT | $52M |
OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLCWA · 911674528-002 | OSAIC WEALTH INC | $44M |
VERT MARKETS, INC.PA · 820548255-001 | WELLS FARGO BANK, N.A. | $42M |
UBEO, LLCTX · 815293028-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $40M |
LANE GORMAN TRUBITT, LLCTX · 751044330-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $34M |
ROSS ENVIRONMENTAL SERVICES, INC.OH · 341349256-005 | FIDELITY INVESTMENTS INSTITUTIONAL | $32M |
C.G. BRETTING MANUFACTURING COMPANY, INC.WI · 390181590-004 | LPL FINANCIAL | $29M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DONALDSON COMPANY, INC.MN · 410222640-001 | $178M | 2,306 | $76,286 | 2y | - |
SGS NORTH AMERICA INC.NJ · 133041390-007 | $141M | 2,357 | $79,102 | 2y | - |
THE ALDEN GROUP, LTD.IL · 363107839-001 | $128M | 4,783 | $22,650 | 2y | - |
INVESTMENT CORPORATION OF AMERICATX · 751721974-001 | $118M | 883 | $48,645 | 3y | 1 |
GLY CONSTRUCTION, INC.WA · 910817919-002 | $104M | 279 | $16,325 | 5y | - |
BUTLER MEMORIAL HOSPITALPA · 250965274-007 | $103M | 2,521 | $21,169 | 5y | 1 |
DONALDSON COMPANY, INC.MN · 410222640-003 | $99M | 1,444 | $44,410 | 2y | - |
IMPROVING CORPORATE SERVICES, LLCTX · 853771438-001 | $96M | 895 | $7,375 | 3y | - |
OLYMPIC STEEL, INC., AN OHIO CORPORATIONOH · 341245650-003 | $96M | 1,416 | $1,059 | 3y | 1 |
FULLSIGHT, LLCPA · 822833702-001 | $95M | 618 | $25,073 | 4y | 1 |
Flag exposure
86.1%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into DEFINITI LLC.
- DEFINIT LLC
- DEFINIT, LLC
- DEFINITI
- DEFINITI FL
- DEFINITI LLC
- DEFINITI LLC.
- DEFINITI TX
- DEFINITI, LLC
- DEFINITI,LLC
- DEFINITI-LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for DEFINITI LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 7 | 2.79% | 7.76% | -4.97 pp |
| Fidelity bond gap | 9 | 3.59% | 26.94% | -23.36 pp |
| Late contributions | 59 | 23.51% | 1.71% | +21.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 28 | 11.16% | 1.76% | +9.40 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DEFINITI LLC. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).