Erich Lechman signed ONTO Innovation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ONTO Innovation, Inc.'s EIN is 94-2276314.
Download the official 2024 Form 5500 (PDF) for ONTO Innovation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ONTO Innovation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
