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Original filing (PDF)20251015141838NAL0006393600001
WS AUDIOLOGY USA, INC.
Form 5500
FILING_RECEIVED
SIVANTOS PENSION PLAN
Defined-benefit pension plan
Active participants
25
Accounts w/ balance
—
Plan assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
75
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WS AUDIOLOGY USA, INC..
Plan sponsor
Name
WS AUDIOLOGY USA, INC.
EIN
22-2102429
Address
101 WOOD AVENUE S · 7TH FLOOR · ISELIN, NJ · 08830
Phone
(732) 529-3733
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $93K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIALS PARTNERS LLC | 26-0058143 | — | CONSULTANT | $15K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARTER SECREST & EMERY LLP | 16-0766172 | — | LEGAL | $18K | — |
Investments
13 direct securities· $29.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNY Mellon Global Dynamic Bond Income I | — | — | $5.7M | $5.8M | 19.8% | |
| Blackrock High Yield Portfolio Instl | — | — | $3.8M | $3.9M | 13.3% | |
| AB Large Cap Growth Adv | — | — | $2.2M | $2.5M | 8.7% | |
| MFS International Diversification R4 | — | — | $2.4M | $2.4M | 8.3% | |
| Vanguard Total Intl Bond Idx Admiral | — | — | $2.3M | $2.3M | 7.9% | |
| Columbia Dividend Income I3 | — | — | $2.1M | $2.3M | 7.8% | |
| Vanguard Long-Term Bond Index Admiral | — | — | $2.4M | $2.2M | 7.5% | |
| American Funds New World R6 | — | — | $1.9M | $2.0M | 6.8% | |
| Vanguard Mid Cap Index Adm | — | — | $1.5M | $1.7M | 5.8% | |
| Principal Global Real Estate Sec Inst | — | — | $1.6M | $1.6M | 5.4% | |
| Vanguard Small Cap Index Adm | — | — | $1.1M | $1.3M | 4.4% | |
| Vanguard 500 Index Adm | — | — | $798K | $982K | 3.4% | |
| Pioneer Bond K | — | — | $315K | $309K | 1.1% |
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