Retirement plan

DEFINITI 401(K) SAVINGS PLAN

Name: DEFINITI, INC. DBA DEFINITI COMP - DEFINITI 401(K) SAVINGS PLAN (2025) Form 5500
Creator: DEFINITI, INC. DBA DEFINITI COMP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEFINITI 401(K) SAVINGS PLAN, DEFINITI, INC. DBA DEFINITI COMP

DEFINITI, INC. DBA DEFINITI COMPEIN 75-3022178Plan #001PY 2025

26445 RANCHO PARKWAY SOUTH - LAKE FOREST, CA 92630949-716-1891

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.8M

+14.7% from 2024

Total participants

-3.5% from 2024

Average account balance

$141,352

+18.8% from 2024

Annual return

14.76%

+5.82 pp from 2024

Benchmarks

See 4,989 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort4,989 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.77M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$141K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$596K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11358

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$625K

$12494 / participant

Other / not subdivided$625K100.0%

% of EOY assets

8.035%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$141,352

$146,267-3.4%

$197,124-28.3%

$82,448+71.4%

Participation rate

100.0%

84.0%+16.0pp

86.7%+13.3pp

68.1%+31.9pp

Annual return

14.76%

29.61%-14.9pp

44.34%-29.6pp

41.64%-26.9pp

Employer contribution / active EE

$3,429

$4,723-27.4%

$6,227-44.9%

$2,551+34.4%

Participant deferral / active EE

$8,481

$7,035+20.6%

$9,135-7.2%

$4,139+104.9%

Admin fee / account holder

$11,358

$14,422-21.2%

$16,298-30.3%

$7,234+57.0%

DEFINITI 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEFINITI 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion