Plan Ledger DOL Form 5500 · updated monthly

Definiti LLC401(k)

NCSFA POOLED EMPLOYER PLAN · ERIE, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Definiti LLC reported $68,511 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $912 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,159th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,095th of 11,654 in professional & technical services. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$30,703,638
Participants with balances797
Active participants797
Employer contributions$726,894
Employee contributions$704,976
Employer contribution per active participant$912
Average account balance$38,524
Benefits paid to participants$498,862
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS JUD
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,609
Investment management$3,798
Total administrative$68,511
The Definiti LLC 401(k) match · 2024
Employer contribution per active participant$912
Median for plans this size$2,416

Definiti LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$40,071
RETIREMENT PLAN SOLUTIONS, INC · Recordkeeping · Loan processing$4,538
THOMAS JUDY & TUCKER PA · Accounting / audit$18,750
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$3,798

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock, RETIREMENT PLAN SOLUTIONS, INC, Transamerica
2023John Hancock

This plan has changed recordkeepers within these filings. If you left Definiti LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history1
2024$68,511 · 0.22%
All plans at this employer2
DEFINITI 401(K) PLAN401(k)
NCSFA POOLED EMPLOYER PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Kiavi, Inc. PA$31.3M · 0.21%
The Horst Group, Inc. PA$31.0M · 0.43%
Comoto Holdings, LLC PA$30.6M · 0.55%
Maillie LLP PA$30.4M · 0.02%
Clinchoice Inc. PA$29.0M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850833363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.