Ryan Suneson signed Ontic Technologies, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ontic Technologies, Inc.'s EIN is 82-1201873.
Download the official 2023 Form 5500 (PDF) for Ontic Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ontic Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Exchange-traded fund Note 1 | Mutual Funds | — | — | $1.1M | 28.2% | |
| Vanguard Tax Managed Fund FTSE Developed Markets ETF Exchange-traded fund Note 1 | Mutual Funds | — | — | $897K | 22.0% | |
| Vanguard FTSE Emerging Markets Stock Index Fund ETF Exchange-traded fund Note 1 | Common Collective Trusts | — | — | $504K | 12.4% | |
| Vanguard Value ETF Exchange-traded fund Note 1 | Mutual Funds | — | — | $328K | 8.0% | |
| Vanguard Mid-Cap Value ETF Exchange-traded fund Note 1 | Mutual Funds | — | — | $255K | 6.3% | |
| Vanguard Small-Cap Value ETF Exchange-traded fund Note 1 | Mutual Funds | — | — | $225K | 5.5% | |
| iShares Core U.S. Aggregate Bond ETF Exchange-traded fund Note 1 | Other securities | — | — | $194K | 4.8% | |
| Vanguard Total International Bond ETF Exchange-traded fund Note 1 | Mutual Funds | — | — | $173K | 4.3% | |
| iShares JPMorgan USD Emerging Markets Bond ETF Exchange-traded fund Note 1 | Other securities | — | — | $87K | 2.1% | |
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Exchange-traded fund Note 1 | Other securities | — | — | $66K | 1.6% | |
| iShares 0-5 Year TIPS Bond ETF Exchange-traded fund Note 1 | Other securities | — | — | $48K | 1.2% | |
| Goldman Sachs ActiveBeta International Equity ETF Exchange-traded fund Note 1 | Other securities | — | — | $31K | 0.8% | |
| JPMorgan Ultra-Short Income ETF Exchange-traded fund Note 1 | Other securities | — | — | $20K | 0.5% | |
| Vanguard Short-Term Inflation-Protected Securities ETF Exchange-traded fund Note 1 | Mutual Funds | — | — | $14K | 0.3% | |
| Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF Exchange-traded fund Note 1 | Other securities | — | — | $9K | 0.2% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity ETF Exchange-traded fund Note 1 | Other securities | — | — | $8K | 0.2% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF Exchange-traded fund Note 1 | Other securities | — | — | $8K | 0.2% | |
| Goldman Sachs Access Investment Grade Corporate Bond ETF Exchange-traded fund Note 1 | Other securities | — | — | $4K | 0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF Exchange-traded fund Note 1 | Other securities | — | — | $3K | <0.1% | |
| GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF Exchange-traded fund Note 1 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
