Back to filter
Original filing (PDF)20251008220052NAL0003265667031
OPEN NETWORK EXCHANGE INC
Form 5500
FILING_RECEIVED
OPEN NETWORK EXCHANGE 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
324
Accounts w/ balance
386
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPEN NETWORK EXCHANGE INC.
Plan sponsor
Name
OPEN NETWORK EXCHANGE INC
EIN
85-3380368
Address
7350 N. DOBSON ROAD · 130 · SCOTTSDALE, AZ · 85256
Phone
(480) 361-0218
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities· $1.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $665K | 41.2% | |
| Vanguard Funds Developed Markets Index Fund Mutual Fund | — | — | — | $277K | 17.1% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $247K | 15.3% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $140K | 8.7% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $86K | 5.3% | |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $74K | 4.6% | |
| Participant Loans to participants, bearing interest from 8.75% to 9.50% | — | — | — | $41K | 2.5% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $14K | 0.9% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $10K | 0.6% | |
| Vanguard Short-Term Inflation-Protected Securities Index Admiral Mutual Fund | — | — | — | $10K | 0.6% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $5K | 0.3% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $4K | 0.3% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $4K | 0.2% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual Fund | — | — | — | $4K | 0.2% | |
| Vanguard Group Total International Stock Index Mutual Fund | — | — | — | $4K | 0.2% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $2K | 0.1% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $2K | 0.1% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Group Reserve Fed MM Fund Mutual Fund * 144 Vanguard Specialized Div Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Group Mid Cap Value Index Admiral Mutual Fund * 897 Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |