Linda Chadbourne signed Definiti, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Definiti, LLC's EIN is 85-0833363.
Download the official 2024 Form 5500 (PDF) for Definiti, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Definiti, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $40K | — |
| RETIREMENT PLAN SOLUTIONS, INC | 56-1762637 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $27.2M | 88.5% | |
| TRANSAMERICA RTRONTRCK(R) 2040 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $4.7M | 15.2% | |
| TRANSAMERICA RTRONTRCK(R) 2035 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $4.6M | 14.9% | |
| TRANSAMERICA RTRONTRCK(R) 2050 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3.7M | 11.9% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.2M | 10.5% | |
| TRANSAMERICA RTRONTRCK(R) 2045 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $2.6M | 8.6% | |
| TRANSAMERICA RTRONTRCK(R) 2055 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $2.3M | 7.6% | |
| TRANSAMERICA RTRONTRCK(R) 2030 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $2.3M | 7.6% | |
| TRANSAMERICA RTRONTRCK(R) 2060 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $2.0M | 6.4% | |
| TRANSAMERICA RTRONTRCK(R) 2025 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.7% | |
| TRANSAMERICA RETIREON TRACK(R) 2065 TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.4% | |
| TRANSAMERICA RTRONTRCK(R) 2020 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| TRANSAMERICA RTRONTRCK(R) 2015 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $226K | 0.7% | |
| TRANSAMERICA RTRONTRCK(R) 2010 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $34K | 0.1% | |
| [Assets held in participant loans] | Other | — | — | $13K | <0.1% |
| 26-4311657 |
| — |
| INVESTMENT ADVISORY |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMAS JUDY & TUCKER PA | 56-1985804 | — | AUDIT | $19K | — |
