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Original filing (PDF)20251014131858NAL0001447283001
AVOX SYSTEMS INC.
Form 5500
FILING_RECEIVED
AVOX SYSTEMS UNION PENSION PLAN
Defined-benefit pension plan
Signals · 2
60% in single holding~9125 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$259K
Net assets (EOY)
$0
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "iShares Core S&P Mid Cap" is 60% of plan.
- 9125 bps in Schedule C fees — 5675% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SBFR PARTNERS CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURKE GROUP, NOW PART OF USI | 06-1053228 | — | NONE | $206K | — |
| ALESCO ADVISORS | 16-1579300 | — | NONE | $19K | — |
| COMPASS ONE | 83-2095475 | — | INDEPENDENT CONTRACTOR | $11K | — |
Investments
3 direct securities· $403K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid Cap | — | — | $764K | $242K | 93.7% | |
| iShares Core MSCI EAFE | — | — | $1.1M | $154K | 59.7% | |
| party collateral, par, or maturity value Cost Current value Cash and cash equivalents Fidelity cash reserves Cash | — | — | $6K | $6K | 2.3% |
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