Lauren Andrews signed Ontario Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ontario Systems, LLC's EIN is 75-3122530.
Download the official 2024 Form 5500 (PDF) for Ontario Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ontario Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS LLC | 45-5291215 | — | ADVISOR\INVESTMENT ADV | $43K | — |
| STRATEGIC ADVISORS, 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 63,434 | Common Collective Trusts | — | — | $13.0M | 18.0% | |
| Vanguard Institutional Target Retirement 2040 Fund 155,913 | Mutual Funds | — | — | $6.7M | 9.3% | |
| Vanguard Institutional Target Retirement 2035 Fund 258,318 | Mutual Funds | — | — | $6.2M | 8.6% | |
| Vanguard Institutional Target Retirement 2045 Fund 177,032 | Mutual Funds | — | — | $5.3M | 7.3% | |
| Vanguard Institutional Target Retirement 2030 Fund 118,202 | Mutual Funds | — | — | $4.5M | 6.2% | |
| Fidelity Large Cap Growth Index 107,571 | Mutual Funds | — | — | $4.2M | 5.8% | |
| Vanguard Institutional Target Retirement 2025 Fund 213,000 | Mutual Funds | — | — | $4.0M | 5.5% | |
| Vanguard Institutional Target Retirement 2055 Fund 64,281 | Mutual Funds | — | — | $3.6M | 5.0% | |
| Vanguard Equity-Income Fund Admiral 38,356 | Mutual Funds | — | — | $3.4M | 4.7% | |
| Vanguard Institutional Target Retirement 2050 Fund 53,069 | Mutual Funds | — | — | $2.6M | 3.7% | |
| Columbia Small Cap Index Fund I2 102,211 | Common Collective Trusts | — | — | $2.4M | 3.4% | |
| REGISTERED INVESTMENT COMPANIES American Funds EuroPacific Growth Fund R6 41,563 | Mutual Funds | — | — | $2.2M | 3.1% | |
| Fidelity Total Bond 218,721 | Mutual Funds | — | — | $2.1M | 2.9% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market Fund Investor 1,717,568 | Mutual Funds | — | — | $1.7M | 2.4% | |
| Vanguard Institutional Target Retirement 2060 Fund 33,374 | Mutual Funds | — | — | $1.7M | 2.4% | |
| Vanguard Institutional Target Retirement 2020 Fund 62,169 | Mutual Funds | — | — | $1.6M | 2.3% | |
| Vanguard Mid Cap Index Fund Admiral 4,803 | Common Collective Trusts | — | — | $1.6M | 2.2% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | Self-Directed Brokerage | — | — | $1.2M | 1.6% | |
| Vanguard Institutional Target Retirement Income Fund 80,332 | Mutual Funds | — | — | $1.1M | 1.5% | |
| COLLECTIVE TRUST FUND * Fidelity Managed Income Portfolio 2 909,400 | Common Collective Trusts | — | — | $909K | 1.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $909K | 1.3% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing 0 | Other securities | — | — | $791K | 1.1% | |
| MFS International Equity Fund Class R6 13,778 | Mutual Funds | — | — | $466K | 0.6% | |
| Vanguard Institutional Target Retirement 2065 Fund 7,175 | Mutual Funds | — | — | $241K | 0.3% | |
| PIMCO Income Fund A 22,775 | Mutual Funds | — | — | $240K | 0.3% | |
| Invesco Discovery Fund Class 1,667 | Mutual Funds | — | — | $202K | 0.3% | |
| Vanguard Small Cap Value Index Fund 2,281 | Common Collective Trusts | — | — | $194K | 0.3% | |
| American Century Mid Cap Value R6 51 ** 798 BlackRock Mid Cap Growth Equity Fund 469 | Other securities | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $19K |
| — |
