Back to filter
Original filing (PDF)20251001153320NAL0012793393001
DEFINITI, LLC
Form 5500
FILING_RECEIVED
DEFINITI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
330
Accounts w/ balance
387
Plan assets (EOY)
$26.7M
Net assets (EOY)
$26.7M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEFINITI, LLC.
Plan sponsor
Name
DEFINITI, LLC
EIN
85-0833363
Address
3 HOLLAND STREET · ERIE, PA · 16507
Phone
(800) 882-4026
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | SERVICE PROVIDER | $35K | — |
Investments
24 direct securities · 1 pooled fund· $26.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.4M
23 holdings
Mutual Funds
$944K
1 holding
Common Collective Trust
$811K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Amer Target 2035 Fund R6 | — | — | — | $3.2M | 12.0% | |
| Vanguard 500 Index Fd Admiral | — | — | — | $3.2M | 11.9% | |
| American Funds Amer Target 2045 Fund R6 | — | — | — | $2.6M | 9.7% | |
| JPMorgan JP Morgan Large Growth R6 | — | — | — | $2.3M | 8.6% | |
| Dodge & Cox Dodge & Cox Stock I | — | — | — | $1.9M | 7.1% | |
| American Funds Amer Target 2025 Fund R6 | — | — | — | $1.8M | 6.6% | |
| American Funds Amer Target 2040 Fund R6 | — | — | — | $1.6M | 5.9% | |
| American Funds Amer Target 2030 Fund R6 | — | — | — | $1.4M | 5.2% | |
| American Funds Amer Target 2050 Fund R6 | — | — | — | $1.3M | 4.8% | |
| American Funds Amer Target 2020 Fund R6 | Mutual Funds | — | — | $944K | 3.5% | |
| American Funds Amer Target 2055 Fund R6 | — | — | — | $852K | 3.2% | |
| MORLEY STABLE VALUE CL 25-I MORLEY CAPITAL MANAGEMENT · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $811K | 3.0% | |
| Vanguard Small Cap Index Fd Adm | — | — | — | $781K | 2.9% | |
| Vanguard Total Int Idx Adm | — | — | — | $752K | 2.8% | |
| Dodge & Cox Dodge & Cox Income I | — | — | — | $650K | 2.4% | |
| American Funds American New World Fund R6 | — | — | — | $380K | 1.4% | |
| Lord Abbett Lord Abbett Short Dur Inc R6 | — | — | — | $376K | 1.4% | |
| American Funds Amer Target 2060 Fund R6 | — | — | — | $345K | 1.3% | |
| Macquarie Small Cap Growth I | — | — | — | $333K | 1.2% | |
| Victory Sycamore Victory Syca Small Co Opport Fund | — | — | — | $294K | 1.1% | |
| Vanguard Wellesley Income Adm | — | — | — | $213K | 0.8% | |
| BlackRock High Yld Bd Prt K | — | — | — | $163K | 0.6% | |
| PIMCO Int Bd USD Hedged Inst | — | — | — | $88K | 0.3% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | — | — | — | $21K | <0.1% | |
| JPMorgan US Govt MMkt Cap Cl | — | — | — | $5K | <0.1% |
Related plans
Other plans using JOHN HANCOCK RETIREMENT PLAN SERVIC
BOARD OF TRUSTEES OF ECA CHICAGO AND LOCAL UNION 134 IBEW PENSION PLAN
ELECTRICAL CONTRACTORS ASSOC. OF THE CITY OF CHGO UNION 134, IBEW JOINT PENSION TRUST OF CHGO PLAN 5
$3.5B · 25,412 participants
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF TRUSTEES OF MID-AMERICA CARP REG COUNCIL SUPPLEMENTAL RETIREM
MID-AMERICA CARPENTERS REGIONAL COUNCIL SUPPLEMENTAL RETIREMENT PLAN
$2.0B · 16,383 participants
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO
ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO
$1.8B · 5,885 participants
BOARD OF TRUSTEES I.A.M. 401(K) FUND
I.A.M. NATIONAL PLAN
$972.2M · 33,654 participants
BOARD OF TRUSTEES
NYSA-ILA MONEY PURCHASE PENSION FUND AND PLAN
$936.2M · 4,643 participants
Similar-size All Other Professional Services plans
PRIMARY SURGICAL, INC.
ZB DAVIS 401(K) PLAN
$26.7M · 114 participants
THOMAS SCIENTIFIC, LLC
THOMAS SCIENTIFIC, LLC RETIREMENT SAVINGS PLAN
$26.7M · 411 participants
HR&A ADVISORS, INC.
HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$26.7M · 167 participants
TILSON TECHNOLOGY MANAGEMENT, INC.
TILSON 401(K) PLAN
$26.7M · 1,069 participants
LTS
LTS 401(K) PROFIT SHARING PLAN
$26.8M · 254 participants
SAWDEY SOLUTION SERVICES, INC.
SAWDEY SOLUTION SERVICES, INC. 401(K) RETIREMENT PLAN
$26.7M · 268 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B