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Original filing (PDF)20251010132300NAL0008221089001
ONTARIO SYSTEMS, LLC
Form 5500
FILING_RECEIVED
ONTARIO SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
331
Accounts w/ balance
594
Plan assets (EOY)
$72.1M
Net assets (EOY)
$72.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONTARIO SYSTEMS, LLC.
Plan sponsor
Name
ONTARIO SYSTEMS, LLC
EIN
75-3122530
Address
700 DISTRICT AVE, STE 900 · BURLINGTON, MA · 01803
Phone
(765) 751-7000
Industry
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
KATZ SAPPER MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $64K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS LLC | 45-5291215 | — | ADVISOR\INVESTMENT ADV | $43K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Investments
27 direct securities · 1 pooled fund· $73.0M(100% 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
$72.1M
27 holdings
Common Collective Trust
$909K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 63,434 | — | — | — | $13.0M | 18.0% | |
| Vanguard Institutional Target Retirement 2040 Fund 155,913 | — | — | — | $6.7M | 9.3% | |
| Vanguard Institutional Target Retirement 2035 Fund 258,318 | — | — | — | $6.2M | 8.6% | |
| Vanguard Institutional Target Retirement 2045 Fund 177,032 | — | — | — | $5.3M | 7.3% | |
| Vanguard Institutional Target Retirement 2030 Fund 118,202 | — | — | — | $4.5M | 6.2% | |
| Fidelity Large Cap Growth Index 107,571 | — | — | — | $4.2M | 5.8% | |
| Vanguard Institutional Target Retirement 2025 Fund 213,000 | — | — | — | $4.0M | 5.5% | |
| Vanguard Institutional Target Retirement 2055 Fund 64,281 | — | — | — | $3.6M | 5.0% | |
| Vanguard Equity-Income Fund Admiral 38,356 | — | — | — | $3.4M | 4.7% | |
| Vanguard Institutional Target Retirement 2050 Fund 53,069 | — | — | — | $2.6M | 3.7% | |
| Columbia Small Cap Index Fund I2 102,211 | — | — | — | $2.4M | 3.4% | |
| REGISTERED INVESTMENT COMPANIES American Funds EuroPacific Growth Fund R6 41,563 | — | — | — | $2.2M | 3.1% | |
| Fidelity Total Bond 218,721 | — | — | — | $2.1M | 2.9% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market Fund Investor 1,717,568 | — | — | — | $1.7M | 2.4% | |
| Vanguard Institutional Target Retirement 2060 Fund 33,374 | — | — | — | $1.7M | 2.4% | |
| Vanguard Institutional Target Retirement 2020 Fund 62,169 | — | — | — | $1.6M | 2.3% | |
| Vanguard Mid Cap Index Fund Admiral 4,803 | — | — | — | $1.6M | 2.2% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $1.2M | 1.6% | |
| Vanguard Institutional Target Retirement Income Fund 80,332 | — | — | — | $1.1M | 1.5% | |
| COLLECTIVE TRUST FUND * Fidelity Managed Income Portfolio 2 909,400 | — | — | — | $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 | — | — | — | $791K | 1.1% | |
| MFS International Equity Fund Class R6 13,778 | — | — | — | $466K | 0.6% | |
| Vanguard Institutional Target Retirement 2065 Fund 7,175 | — | — | — | $241K | 0.3% | |
| PIMCO Income Fund A 22,775 | — | — | — | $240K | 0.3% | |
| Invesco Discovery Fund Class 1,667 | — | — | — | $202K | 0.3% | |
| Vanguard Small Cap Value Index Fund 2,281 | — | — | — | $194K | 0.3% | |
| American Century Mid Cap Value R6 51 ** 798 BlackRock Mid Cap Growth Equity Fund 469 | — | — | — | $20K | <0.1% |
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