Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Definiti LLC
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 233 retirement plans with 100 or more participants reported paying Definiti LLC $5,000 or more. Those plans cover 109,323 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $4.1M. Per plan, the median was $39.14 per participant, with the middle half of plans between $21.80 and $58.73. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (46), Texas (35) and Florida (25).
In 2019 it appeared on 5 such filings; in 2024, 231. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $21.80 | $39.14 | $58.73 |
| Compensation as a share of plan net assets | 0.04% | 0.09% | 0.18% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Central Arkansas Nursing Centers, Inc. 401(k) Plan and Trust | Central Arkansas Nursing Centers, Inc. | AR | 5,464 | $12.5M | $33K |
| The Alden Network 401(k) Plan | The Alden Group, Ltd. | IL | 4,783 | $128M | $23K |
| Nutrition, Inc. 401(k) Plan | Nutrition, Inc. | PA | 4,334 | $20.0M | $110K |
| Butler Memorial Hospital 403(b) Plan | Butler Memorial Hospital | PA | 2,521 | $103M | $21K |
| Nobis Rehab Partners 401(k) Savings Plan | Nobis Rehabilitation Partners, LLC | TX | 2,507 | $9.6M | $144K |
| SGS North America Inc. Pension Plan | SGS North America Inc. | NJ | 2,357 | $140M | $79K |
| Dohrn Transfer Company 401(k) Profit Sharing Plan | Dohrn Transfer Company, LLC | IL | 1,748 | $33.3M | $76K |
| Olympic Steel, Inc. Employees' 401(k) Retirement Plan | Olympic Steel, Inc., an Ohio Corporation | OH | 1,416 | $95.6M | $1,059 |
| Donaldson Company, Inc. Hourly Employees Pension Plan | Donaldson Company, Inc. | MN | 1,410 | $96.6M | $44K |
| Lexitas 401(k) Plan | Deposition Solutions, LLC DBA Lexitas | TX | 1,301 | $25.2M | $0 |
| Goodwill of the Olympics and Rainier Region 401(k) Plan | Goodwill of the Olympics and Rainier Region | WA | 1,208 | $3.4M | $5,574 |
| Bison Transport (USA), Inc. Employees' 401(k) Plan | Bison Transport (USA), Inc. | WI | 1,204 | $41.3M | $29K |
| Anchor Partners 401(k) Profit Sharing Plan | Anchor Partners, LLC | TX | 1,168 | $22.8M | $40K |
| Peoples Services, Inc. 401(k) Retirement Plan | Peoples Services, Inc. | OH | 1,134 | $12.4M | $29K |
| McCombs Automotive Group Employee Capital Accmulation Plan | McCombs HFC, Ltd. DBA Red McCombs Ford | TX | 1,114 | $63.6M | $44K |
| Southern Tier Building Trades Laborers Profit Sharing Plan | The Builders Exchange of the Southern Tier Inc. | NY | 1,109 | $20.7M | $27K |
| The Heritage Village 401(k) Profit Sharing Plan | Heritage Ministries Charitable Care Network, Inc. | NY | 1,029 | $15.6M | $110K |
| Issues Management, Inc. 401(k) Plan | Issues Management, Inc. | SD | 1,028 | $5.9M | $21K |
| Superior Inc. & Affiliates 401(k) Plan | Superior, Inc. | AR | 1,008 | $30.9M | $32K |
| Dakota Nation 401(k) Plan and Trust | Dakota Nation Gaming Enterprise | ND | 935 | $13.3M | $116K |
| Protrans International, LLC 401(k) Plan | Protrans International, LLC | IN | 925 | $23.9M | $9,131 |
| Improving 401(k) Plan | Improving Corporate Services, LLC | TX | 895 | $96.2M | $7,375 |
| Butler Medical Providers 403(b) Retirement Plan | Butler Medical Providers | PA | 892 | $39.6M | $0 |
| Investment Corporation of America Profit Sharing 401(k) Plan | Investment Corporation of America | TX | 883 | $118M | $49K |
| Ageless Living Home Health, LLC 401(k) Profit Sharing Plan | Ageless Living Home Health, LLC | TX | 871 | $1.3M | $12K |
| Vista Care Employees 401(k) Plan | Vista Care Wisconsin, Inc. | WI | 853 | $4.3M | $7,560 |
| Verland and Affiliates 403(b) Retirement Plan | Verland | PA | 850 | $20.2M | $45K |
| Wesley Family Services 401(k) Retirement Plan | Wesley Family Services | PA | 850 | $29.7M | $37K |
| Pension Plan for the Employees of Ennis, Inc. | Ennis, Inc. | TX | 812 | $53.3M | $20K |
| The Geneva Foundation 403(b) Plan | The Geneva Foundation | WA | 811 | $34.3M | $8,125 |
| Superhero Fire Protection 401(k) Plan | Superhero Fire Protection, LLC | GA | 767 | $11.7M | $2,425 |
| The Kolter Group LLC 401(k) Plan | The Kolter Group LLC | FL | 739 | $57.1M | $8,513 |
| Saint Martin's University 403(b) Plan | Saint Martins University | WA | 734 | $33.6M | $7,400 |
| Dyke Industries, Inc. Profit Sharing Plan & Trust | Dyke Industries, Inc. | AR | 723 | $36.0M | $15K |
| Reid 401(k) Profit Sharing & Retirement Plan | Reid Petroleum Corporation | NY | 718 | $18.7M | $101K |
| Lower Sioux Indian Community 401(k) Retirement Plan & Trust | Lower Sioux Indian Community in the State of Minnesota | MN | 711 | $8.7M | $32K |
| Southcoast Medical Group, LLC Profit Sharing 401(k) Plan | Southcoast Medical Group, LLC | GA | 706 | $71.1M | $40K |
| RSG Forest Products Inc. 401(k) Plan | RSG Forest Products Inc. | WA | 684 | $21.6M | $27K |
| Methodist Family Health, Inc. 401(k) Profit Sharing Plan | Methodist Family Health, Inc. | AR | 676 | $13.5M | $19K |
| Knightvest 401(k) Plan | Knightvest Management, L.L.C. | TX | 651 | $12.2M | $18K |
Questions and answers
How many plans does Definiti LLC serve?
233 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Definiti LLC?
The median plan reported $39.14 per participant in direct and indirect compensation (229 plans reporting an amount), or 0.09% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (129 plans), Recordkeeping and information management (53 plans), Other services (41 plans) and Participant loan processing (26 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.