Original filing (PDF)20251009104505NAL0003506419001

AVOX SYSTEMS INC.

Name: AVOX SYSTEMS INC. — AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES, Form 5500 (2024)
Creator: AVOX SYSTEMS INC.

Form 5500

FILING_RECEIVED

AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

401(k) retirement plan

Active participants

204

Accounts w/ balance

117

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Knocking points off

57% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Below-peer total fees (1 bps vs 52 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

SBFR PARTNERS CPAS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$779	—

Investments

35 direct securities· $6.4M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom 2030 Fund K6	—	—	—	$1.3M	19.4%
Fidelity Freedom 2020 Fund K6	—	—	—	$849K	13.1%
Fidelity Government Money Market Fund	—	—	—	$656K	10.1%
Fidelity Growth Company Fund K6	—	—	—	$535K	8.3%
Fidelity Freedom 2045 Fund K6	—	—	—	$469K	7.2%
Fidelity Freedom 2040 Fund K6	—	—	—	$331K	5.1%
Fidelity Freedom 2025 Fund K6	—	—	—	$293K	4.5%
Fidelity Freedom 2035 Fund K6	—	—	—	$261K	4.0%
Fidelity 500 Index Fund	—	—	—	$229K	3.5%
Fidelity U.S. Bond Index Fund	—	—	—	$184K	2.8%
Fidelity Dividend Growth Fund K	—	—	—	$180K	2.8%
Fidelity Puritan Fund K6	—	—	—	$150K	2.3%
Fidelity Freedom 2055 Fund K6	—	—	—	$124K	1.9%
Notes receivable from participants Interest rates ranging from 4.25% to 9.5% -	—	—	—	$124K	1.9%
Fidelity Freedom 2015 Fund K6	—	—	—	$98K	1.5%
Fidelity Leveraged Company Stock Fund	—	—	—	$94K	1.4%
Fidelity Diversified International Fund K6	—	—	—	$82K	1.3%
American Century American Century Large Company Value Fund	—	—	—	$71K	1.1%
Fidelity Freedom 2065 Fund K6	—	—	—	$55K	0.8%
Fidelity Global ex U.S. Index Fund	—	—	—	$52K	0.8%
Fidelity Capital & Income Fund	—	—	—	$45K	0.7%
Fidelity Freedom 2050 Fund K6	—	—	—	$43K	0.7%
Fidelity Inflation-Protected Bond Index Fund	—	—	—	$40K	0.6%
Glenmede Investment Mgmt, LP Glenmede Small Cap Equity Portfolio IS	—	—	—	$36K	0.6%
Fidelity Select Health Care Portfolio	—	—	—	$35K	0.5%
Fidelity Freedom 2010 Fund K6	—	—	—	$29K	0.4%
Fidelity Stock Selector Mid Cap Fund	—	—	—	$27K	0.4%
Fidelity Real Estate Investment Portfolio	—	—	—	$26K	0.4%
Fidelity Freedom Income Fund K6	—	—	—	$15K	0.2%
Franklin Templeton Advisors, Inc. Templeton Global Bond Fund R6	—	—	—	$13K	0.2%
Fidelity Select Technology Portfolio	—	—	—	$11K	0.2%
Fidelity Select Financial Services Portfolio	—	—	—	$7K	0.1%
Fidelity Select Utilities Portfolio	—	—	—	$6K	<0.1%
Fidelity Natural Resources Fund	—	—	—	$6K	<0.1%
Fidelity Extended Market Index Fund	—	—	—	$2K	<0.1%