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Original filing (PDF)20251014070447NAL0001058099001

AUDIOLOGY BENEFITS SERVICES, LLC

Form 5500
FILING_RECEIVED
AUDIOLOGY BENEFITS 401(K) PLAN III
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUDIOLOGY BENEFITS SERVICES, LLC.
Plan sponsor
Name
AUDIOLOGY BENEFITS SERVICES, LLC
EIN
22-2580521
Address
580 HOWARD AVENUE · SOMERSET, NJ · 08873
Phone
(732) 560-9586
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-02
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
WELLS FARGO ADVISORS48-1305000—INVESTMENT ADVISORY$30K—
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290—CONTRACT ADMINISTRATOR$43K—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
COLUMBIA TRUST STBL INC ADM 0
AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060
Common Collective Trust
$0—

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