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Original filing (PDF)20251009103951NAL0003825795001
AVOX SYSTEMS INC.
Form 5500
FILING_RECEIVED
AVOX SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
201
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVOX SYSTEMS INC..
Plan sponsor
Name
AVOX SYSTEMS INC.
EIN
26-3112854
Address
225 ERIE STREET · LANCASTER, NY · 14086
Phone
(716) 683-5100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
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)
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SBFR PARTNER CPA'S LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $684 | — |
Investments
38 direct securities· $31.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Growth Company Fund | — | — | — | $7.0M | 22.1% | |
| Fidelity Investments Fidelity Freedom 2020 Fund | — | — | — | $2.5M | 7.8% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.3M | 7.4% | |
| Fidelity Investments Fidelity Select Technology Portfolio | — | — | — | $1.9M | 5.9% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | — | — | — | $1.8M | 5.6% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | — | — | — | $1.6M | 4.9% | |
| Fidelity Investments Fidelity Select Health Care Portfolio | — | — | — | $1.5M | 4.8% | |
| Fidelity Investments Fidelity Dividend Growth Fund | — | — | — | $1.2M | 3.7% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $1.0M | 3.2% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | — | — | — | $868K | 2.7% | |
| Fidelity Investments Fidelity Freedom 2040 Fund | — | — | — | $807K | 2.5% | |
| Fidelity Investments Fidelity Freedom 2025 Fund | — | — | — | $782K | 2.5% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | — | — | — | $762K | 2.4% | |
| Fidelity Investments Fidelity Leveraged Company Stock Fund | — | — | — | $627K | 2.0% | |
| Fidelity Investments Fidelity Stock Selector Mid Cap Fund | — | — | — | $615K | 1.9% | |
| Fidelity Investments Fidelity Capital & Income Fund | — | — | — | $565K | 1.8% | |
| Fidelity Investments Fidelity Freedom 2055 Fund | — | — | — | $538K | 1.7% | |
| Glenmede Investment Mgmt, LP Glenmede Small Cap Equity Portfolio | — | — | — | $535K | 1.7% | |
| American Century American Century Large Cap Value Fund | — | — | — | $510K | 1.6% | |
| Fidelity Investments Fidelity Freedom 2010 Fund | — | — | — | $450K | 1.4% | |
| Fidelity Investments Fidelity Natural Resources Portfolio | — | — | — | $413K | 1.3% | |
| Fidelity Investments Fidelity Diversified International Fund | — | — | — | $383K | 1.2% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $346K | 1.1% | |
| Fidelity Investments Fidelity Freedom Income Fund | — | — | — | $335K | 1.1% | |
| Fidelity Investments Fidelity Select Financial Services Portfolio | — | — | — | $300K | 0.9% | |
| Fidelity Investments Fidelity Puritan Fund | — | — | — | $295K | 0.9% | |
| Fidelity Investments Fidelity Select Utilities Portfolio | — | — | — | $222K | 0.7% | |
| Fidelity Investments Fidelity Freedom 2015 Fund | — | — | — | $217K | 0.7% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.5% | — | — | — | $212K | 0.7% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio | — | — | — | $191K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2060 Fund | — | — | — | $190K | 0.6% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Fund | — | — | — | $189K | 0.6% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $171K | 0.5% | |
| Fidelity Investments Fidelity Select Consumer Discretionary Portfolio | — | — | — | $145K | 0.5% | |
| Franklin Templeton Advisors, Inc. Templeton Global Bond Fund | — | — | — | $114K | 0.4% | |
| Fidelity Investments Fidelity Select Industrials Portfolio | — | — | — | $112K | 0.4% | |
| Fidelity Investments Fidelity Freedom 2065 Fund | — | — | — | $71K | 0.2% | |
| Fidelity Investments Fidelity Global EX U.S. Index Fund | — | — | — | $58K | 0.2% |
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