# Ontario Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ontario-systems-llc-401k-plan

> Ontario Systems, LLC's 401(k) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ontario Systems, LLC

- **Sponsor EIN:** 753122530

- **Sponsor Address:** 700 DISTRICT AVE, STE 900, BURLINGTON, MA, 01803

- **Plan Type:** 401(k)

- **Total Participants:** 331

- **Total Assets:** $72.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|331|$72.1M|$955,234|$4.0M|

| 2023|484|$67.6M|$1.3M|$5.0M|

| 2022|503|$57.6M|$1.1M|$4.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$64,309|—|$64,309|

| PROCOURSE FIDUCIARY ADVISORS LLC|ADVISOR\INVESTMENT ADV|$43,333|—|$43,333|

| STRATEGIC ADVISORS, INC.|ADVISOR|$19,065|—|$19,065|

| KATZ SAPPER MILLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [KATZ SAPPER MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $126,707

- **Estimated Expense Ratio:** 0.176% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$126,707|$62,398|$1,200|—|—|

| 2023|$69,571|$15,672|—|—|—|

| 2022|$88,331|$17,062|—|—|—|

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