Original filing (PDF)20251015141530NAL0002430547001

ONTO Innovation, Inc.

Name: ONTO Innovation, Inc. — ONTO Innovation, Inc. 401(k), Form 5500 (2024)
Creator: ONTO Innovation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ONTO Innovation, Inc. 401(k) Savings Plan

401(k) retirement plan · ONTO Innovation, Inc.'s ONTO Innovation, Inc. 401(k) Savings Plan held $263.7M in plan assets for 885 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

885

Accounts w/ balance

1,367

Plan assets (EOY)

$263.7M

Net assets (EOY)

$263.7M

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONTO INNOVATION, INC..

Plan sponsor

Name

ONTO INNOVATION, INC.

EIN

all filings

Address

PO BOX 860 · BUDD LAKE, NJ · 07828

Phone

(973) 448-4310

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERIPRISE FINANCIAL SERVICES INC	38-2722519	—	ADVISOR	$0	—

Investments

35 direct securities · 1 pooled fund· $263.9M(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.

Mutual Funds

$144.2M

20 holdings

Common Collective Trusts

$72.2M

6 holdings

Other securities

$38.8M

7 holdings

Common Collective Trust

$6.4M

1 holding

Bonds / Notes

$1.4M

1 holding

U.S. Treasuries

$903K

1 holding

					% of plan
and Description of Investment Number of Unit Shares Current Value Stock mutual funds Fidelity 500 Index Fund*	Common Collective Trusts	—	$259K	$53.0M	20.1%
Franklin DynaTech Fund Class R6	Mutual Funds	—	$123K	$22.8M	8.6%
Fidelity Advisor Freedom 2030 Fund Class Z*	Mutual Funds	—	$1.2M	$16.6M	6.3%
Fidelity Advisor Freedom 2040 Fund Class Z*	Mutual Funds	—	$952K	$15.7M	6.0%
Fidelity Advisor Freedom 2025 Fund Class Z*	Mutual Funds	—	$939K	$11.8M	4.5%
Fidelity Advisor Freedom 2035 Fund Class Z*	Mutual Funds	—	$744K	$10.9M	4.1%
JPMorgan Mid Cap Growth Fund Class R6	Other securities	—	$192K	$9.9M	3.8%
Bond mutual funds Fidelity Advisor Strategic Income Fund Class Z*	Mutual Funds	—	$817K	$9.5M	3.6%
Fidelity Advisor Freedom 2045 Fund Class Z*	Mutual Funds	—	$693K	$9.2M	3.5%
Fidelity Advisor Freedom 2020 Fund Class Z*	Mutual Funds	—	$663K	$7.8M	2.9%
Money market Fidelity Government Money Market Fund*	Mutual Funds	—	$5.9M	$7.7M	2.9%
Hartford Equity Income Fund Class Y	Other securities	—	$328K	$6.7M	2.5%
Franklin Rising Dividends Fund Class R6*	Mutual Funds	—	$73K	$6.5M	2.5%
Fidelity Mid Cap Index Fund*	Common Collective Trusts	—	$192K	$6.5M	2.5%
FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	$6.4M	$6.4M	2.4%
Fidelity Advisor Freedom 2050 Fund Class Z*	Mutual Funds	—	$464K	$6.2M	2.4%
AB Small Cap Growth Fund Class I	Other securities	—	$81K	$5.9M	2.3%
American Century Ultra Fund Investor Class	Other securities	—	$63K	$5.9M	2.2%
Victory Sycamore Established Value Fund Class I	Other securities	—	$128K	$5.9M	2.2%
MFS International Diversification Fund Class R4	Mutual Funds	—	$215K	$4.9M	1.9%
Fidelity U.S. Bond Index Fund*	Common Collective Trusts	—	$425K	$4.3M	1.6%
Fidelity Small Cap Index Fund*	Common Collective Trusts	—	$146K	$4.0M	1.5%
Fidelity International Index Fund*	Common Collective Trusts	—	$80.2M	$3.8M	1.4%
Fidelity Advisor Freedom 2055 Fund Class Z*	Mutual Funds	—	$237K	$3.5M	1.3%
Allspring Special Small Cap Value Fund Institutional Shares	Other securities	—	$76K	$3.1M	1.2%
Fidelity Advisor Freedom Income Fund Class Z*	Mutual Funds	—	$294K	$3.0M	1.1%
Fidelity Advisor Freedom 2060 Fund Class Z*	Mutual Funds	—	$210K	$2.9M	1.1%
Fidelity Advisor Emerging Markets Fund Class Z*	Mutual Funds	—	$52K	$2.0M	0.8%
Fidelity Advisor Gold Fund Class I*	Mutual Funds	—	$72K	$1.8M	0.7%
Loans Notes receivable from participants with maturities through 2031 at interest rates at 4.25% to 9.5%	Bonds / Notes	—	—	$1.4M	0.5%
Calvert Balanced Fund Class I	Other securities	—	$30K	$1.4M	0.5%
JPMorgan Government Bond Fund Class I	U.S. Treasuries	—	$96K	$903K	0.3%
Fidelity Advisor Freedom 2015 Fund Class Z*	Mutual Funds	—	$82.9M	$864K	0.3%
Fidelity Real Estate Index Fund*	Common Collective Trusts	—	$36K	$576K	0.2%
Fidelity Advisor Freedom 2065 Fund Class Z*	Mutual Funds	—	$33K	$431K	0.2%
Fidelity Advisor Freedom 2010 Fund Class Z*	Mutual Funds	—	$18K	$185K	<0.1%