Definiti 401(k) match, vesting and fees

Plan year 2024 filingNcsfa Pooled Employer Plan · Plan 403 · EIN 85-0833363Updated Oct 2026

What Definiti's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $727K in employer contributions, about $912 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$38,524
Average account balance
797
Participants (end of year)
$30.7M
Plan assets (end of year)
0.45%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperTransamerica Retirement SolutionsSchedule C ↗
Independent auditorThomas Jud (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

How the plan compares

Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.

Definiti: employer contribution per participant$912
Peer median$2,600
Definiti: average balance$38,524
Peer median$84,124
Definiti: admin expenses ÷ assets0.45%
Peer median0.17%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets were $30.7M at the end of plan year 2024.

$30.7M2024
End-of-year figures from each plan year's Form 5500 filing for the Definiti plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2024797$30.7M$727K$9120.45%Not publishedForm 5500 ↗

Other Definiti plans (2)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Definiti 401(k) Plan

Plan 001 · EIN 85-0833363 · plan year 2024 filing
$69,080
Average account balance
387
Participants (end of year)
$26.7M
Plan assets (end of year)
0.16%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperJohn Hancock Retirement Plan ServicSchedule C ↗
Independent auditorUhy LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

The Ncds Retirement Plan

Plan 401 · EIN 85-0833363 · plan year 2024 filing
$118,494
Average account balance
16
Participants (end of year)
$1.9M
Plan assets (end of year)
0.29%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Plan type and status401(k) · ActiveForm 5500 ↗

Common questions

Does Definiti match 401(k) contributions?

The match terms for the Ncsfa Pooled Employer Plan have not been published from its filing yet. The plan year 2024 filing reports $727K in employer contributions, about $912 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Definiti 401(k) match vested?

The vesting schedule for the Ncsfa Pooled Employer Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Definiti 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Definiti, LLC.

I left Definiti. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Definiti, LLC, (800) 882-4026) or the recordkeeper, Transamerica Retirement Solutions. The Definiti old 401(k) page lists the contacts from every plan filing. Find an old Definiti 401(k)

Data from the public Form 5500 annual reports Definiti filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Definiti. Not financial advice. Report a correction · Methodology