LORI Neal signed Recordxtechnolgies DBA Ontellus' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Recordxtechnolgies DBA Ontellus' EIN is 47-2853876.
Download the official 2024 Form 5500 (PDF) for Recordxtechnolgies DBA Ontellus from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Recordxtechnolgies DBA Ontellus' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $28K | — |
| RELATION WEALTH MANAGEMENT INC |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH+CON 2045 R3 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $3.6M | 20.8% | |
| FLEXPATH+CON 2035 R3 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $2.8M | 16.2% | |
| FLEXPATH+CON 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $2.5M | 14.1% | |
| FID 500 Index 8,934 shares | Common Collective Trusts | — | — | $1.8M | 10.4% | |
| FLEXPATH+CON RET R3 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $1.3M | 7.4% | |
| FLEXPATH+AGR 2035 R3 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $715K | 4.1% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $694K | 4.0% | |
| FID Mid Cap Index 12,609 shares | Mutual Funds | — | — | $426K | 2.4% | |
| FLEXPATH+MOD 2045 R3 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $419K | 2.4% | |
| Flexpath Moderate Ret R3 56 shares 853 JPM Equity Income 11,659 shares | Other securities | — | — | $279K | 1.6% | |
| AF Bond FD Amer 24,208 shares | Other securities | — | — | $270K | 1.5% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $258K | 1.5% | |
| FID International Index 3,747 shares | Mutual Funds | — | — | $178K | 1.0% | |
| Vanguard Exploer Adm 1,603 shares | Mutual Funds | — | — | $171K | 1.0% | |
| FLEXPATH+MOD 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $158K | 0.9% | |
| Am Cent Emerging Markets 15,549 shares | Other securities | — | — | $156K | 0.9% | |
| FLEXPATH+AGR RET R3 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $124K | 0.7% | |
| FID Capital and Income 12,165 shares | Mutual Funds | — | — | $123K | 0.7% | |
| INTL EQUITY FEE R2 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $119K | 0.7% | |
| & S Real Estate 7,368 shares | Other securities | — | — | $118K | 0.7% | |
| FLEXPATH+AGR 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $111K | 0.6% | |
| AF New Perspect R6 1,745 shares | Other securities | — | — | $108K | 0.6% | |
| FLEXPATH+MOD 2035 R3 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $91K | 0.5% | |
| FLEXPATH+AGR 2045 R3 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $78K | 0.4% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $64K | 0.4% | |
| FID Inflation PR Bond Index 1,893 shares | Mutual Funds | — | — | $17K | <0.1% | |
| Amer Cap World BD R4 726 shares | Other securities | — | — | $11K | <0.1% | |
| FLEXPATH+MOD RET R3 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $853 | <0.1% | |
| FLEXPATH+CON 2025 R3 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 R3 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R3 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-4617010 |
| — |
| ADVISOR |
| $11K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
