# Onto Innovation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/onto-innovation-inc-401k-plan

> Onto Innovation, INC.'s 401(k) plan: 885 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Onto Innovation, INC.

- **Sponsor EIN:** 942276314

- **Sponsor Address:** PO BOX 860, BUDD LAKE, NJ, 07828

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

- **Total Participants:** 885

- **Total Assets:** $263.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|885|$263.7M|$3.4M|$14.7M|

| 2023|928|$230.8M|$2.8M|$13.5M|

| 2022|964|$190.8M|$3.5M|$13.2M|

## 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|

| AMERIPRISE FINANCIAL SERVICES INC|ADVISOR|—|$214,988|$214,988|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,172|—|$6,172|

| ERNST & YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — ADVISOR

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

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $221,160

- **Estimated Expense Ratio:** 0.084% 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|$6,172|—|$300|—|—|

| 2023|$6,900|—|—|—|—|

| 2022|$3,799|—|—|—|—|

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