Ontario Systems, Llc 401(k) Plan
Sponsored by Ontario Systems, Llc · EIN 753122530 · Plan #001 · Burlington, MA
- Total assets
- $72.1M
- Net assets
- $72.1M
- Active participants
- 331
- With balances
- 594
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $64,309 |
| Procourse Fiduciary Advisors Llc | Investment advisory (plan) | $43,333 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,065 |