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Original filing (PDF)20250818161509NAL0000738179001
ON 24, INC
Form 5500
FILING_RECEIVED
ON 24, INC 401(K) PLAN
401(k) retirement plan
Active participants
386
Accounts w/ balance
575
Plan assets (EOY)
$59.4M
Net assets (EOY)
$59.4M
How this plan invests
This plan
28 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
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ON 24, INC.
Plan sponsor
Name
ON 24, INC
EIN
94-3292599
Address
50 BEALE STREET · 8TH FLOOR · SAN FRANCISCO, CA · 94105
Phone
(415) 369-8000
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
28 direct securities· $58.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $12.0M | 20.3% | |
| Fidelity Contra fund Mutual Fund | — | — | — | $7.6M | 12.7% | |
| Fidelity Freedom 2050 Fund K Mutual Fund | — | — | — | $5.2M | 8.7% | |
| Fidelity Freedom 2035 Fund K Mutual Fund | — | — | — | $4.4M | 7.4% | |
| Fidelity Freedom 2040 Fund K Mutual Fund | — | — | — | $4.1M | 6.9% | |
| Fidelity Freedom 2045 Fund K Mutual Fund | — | — | — | $3.8M | 6.4% | |
| Fidelity Freedom 2055 Fund K Mutual Fund | — | — | — | $3.7M | 6.3% | |
| Fidelity Freedom 2030 Fund K Mutual Fund | — | — | — | $3.1M | 5.2% | |
| Fidelity Freedom 2060 Fund K Mutual Fund | — | — | — | $2.3M | 3.8% | |
| Fidelity Government Money Market Fund Class K6 Money Market Fund | — | — | — | $2.2M | 3.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.2M | 2.0% | |
| Vanguard International Growth Fund Admiral Mutual Fund | — | — | — | $1.1M | 1.8% | |
| Fidelity Low-Priced Stock Fund Class K Mutual Fund | — | — | — | $1.0M | 1.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $904K | 1.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $806K | 1.4% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $782K | 1.3% | |
| Vanguard Equity-Income Fund Admiral Class Mutual Fund | — | — | — | $748K | 1.3% | |
| Fidelity Freedom 2025 Fund K Mutual Fund | — | — | — | $729K | 1.2% | |
| Victory Sophus Emerging Markets Fund Class R6 Mutual Fund | — | — | — | $728K | 1.2% | |
| PIMCO Income Fund Institutional Mutual Fund | — | — | — | $575K | 1.0% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $498K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $461K | 0.8% | |
| Fidelity Real Estate Investment Portfolio Mutual Fund | — | — | — | $404K | 0.7% | |
| Fidelity Puritan Fund Class K Mutual Fund | — | — | — | $383K | 0.6% | |
| Fidelity Freedom 2065 Fund K Mutual Fund | — | — | — | $272K | 0.5% | |
| Fidelity Freedom 2020 Fund K Mutual Fund | — | — | — | $136K | 0.2% | |
| Fidelity Freedom 2005 Fund K Mutual Fund | — | — | — | $21K | <0.1% | |
| Fidelity Freedom 2015 Fund K Mutual Fund | — | — | — | $19K | <0.1% |
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