TAMA Gresco-Sauers signed AVOX Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AVOX Systems Inc.'s EIN is 26-3112854.
Download the official 2024 Form 5500 (PDF) for AVOX Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AVOX Systems Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $779 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund K6 | Mutual Funds | — | — | $1.3M | 19.4% | |
| Fidelity Freedom 2020 Fund K6 | Mutual Funds | — | — | $849K | 13.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $656K | 10.1% | |
| Fidelity Growth Company Fund K6 | Mutual Funds | — | — | $535K | 8.3% | |
| Fidelity Freedom 2045 Fund K6 | Mutual Funds | — | — | $469K | 7.2% | |
| Fidelity Freedom 2040 Fund K6 | Mutual Funds | — | — | $331K | 5.1% | |
| Fidelity Freedom 2025 Fund K6 | Mutual Funds | — | — | $293K | 4.5% | |
| Fidelity Freedom 2035 Fund K6 | Mutual Funds | — | — | $261K | 4.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $229K | 3.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $184K | 2.8% | |
| Fidelity Dividend Growth Fund K | Mutual Funds | — | — | $180K | 2.8% | |
| Fidelity Puritan Fund K6 | Mutual Funds | — | — | $150K | 2.3% | |
| Fidelity Freedom 2055 Fund K6 | Mutual Funds | — | — | $124K | 1.9% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.5% - | Bonds / Notes | — | — | $124K | 1.9% | |
| Fidelity Freedom 2015 Fund K6 | Mutual Funds | — | — | $98K | 1.5% | |
| Fidelity Leveraged Company Stock Fund | Mutual Funds | — | — | $94K | 1.4% | |
| Fidelity Diversified International Fund K6 | Mutual Funds | — | — | $82K | 1.3% | |
| American Century American Century Large Company Value Fund | Common Stocks | — | — | $71K | 1.1% | |
| Fidelity Freedom 2065 Fund K6 | Mutual Funds | — | — | $55K | 0.8% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $52K | 0.8% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $45K | 0.7% | |
| Fidelity Freedom 2050 Fund K6 | Mutual Funds | — | — | $43K | 0.7% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $40K | 0.6% | |
| Glenmede Investment Mgmt, LP Glenmede Small Cap Equity Portfolio IS | Other securities | — | — | $36K | 0.6% | |
| Fidelity Select Health Care Portfolio | Mutual Funds | — | — | $35K | 0.5% | |
| Fidelity Freedom 2010 Fund K6 | Mutual Funds | — | — | $29K | 0.4% | |
| Fidelity Stock Selector Mid Cap Fund | Mutual Funds | — | — | $27K | 0.4% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $26K | 0.4% | |
| Fidelity Freedom Income Fund K6 | Mutual Funds | — | — | $15K | 0.2% | |
| Franklin Templeton Advisors, Inc. Templeton Global Bond Fund R6 | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity Select Technology Portfolio | Mutual Funds | — | — | $11K | 0.2% | |
| Fidelity Select Financial Services Portfolio | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity Select Utilities Portfolio | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Natural Resources Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
