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Original filing (PDF)20251015083919NAL0002032771001
AVOX SYSTEMS, INC.
Form 5500
FILING_RECEIVED
AVOX SYSTEMS RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Signals · 3
36% in single holding~144 bps in Sched C feesNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
208
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard 500 Index Fund" is 36% of plan.
- 144 bps in Schedule C fees — 177% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
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) 686-1537
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SBFR PARTNERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURKE GROUP | 80-0688755 | — | NONE | $54K | — |
| ALESCO ADVISORS, INC. | 16-1579300 | — | NONE | $17K | — |
Investments
22 direct securities · 1 pooled fund· $4.9M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.7M
22 holdings
Common Collective Trust
$118K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $1.7M | 35.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $876K | 17.7% | |
| Fidelity Spartan International Index Fund Investor | — | — | — | $331K | 6.7% | |
| Columbia Mid Cap Index Fund | — | — | — | $282K | 5.7% | |
| Columbia Small Cap Index Fund | — | — | — | $184K | 3.7% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $158K | 3.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Value Portfolio | — | — | — | $155K | 3.1% | |
| Vanguard Value Index Fund | — | — | — | $152K | 3.1% | |
| Schwab Treasury Infl. Protected Securities Index Fund | — | — | — | $150K | 3.0% | |
| Bridgeway Ultra-Small Company Market Fund | — | — | — | $120K | 2.4% | |
| PUTNAM STABLE VALUE FUND FEDERATED INVESTORS · EIN 04-3159710 / PN 001 | Common Collective Trust | — | — | $118K | 2.4% | |
| Vanguard Short-Term Investment-Grade Fund | — | — | — | $107K | 2.2% | |
| Vanguard Short-Term Infl. Protected Sec. Index Fund | — | — | — | $99K | 2.0% | |
| Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $79K | 1.6% | |
| Dimensional Fund Advisors DFA International Small Company Portfolio | — | — | — | $61K | 1.2% | |
| Dimensional Fund Advisors DFA International Value Portfolio | — | — | — | $61K | 1.2% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $57K | 1.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $46K | 0.9% | |
| Dimensional Fund Advisors DFA Emerging Markets Small Cap Portfolio | — | — | — | $27K | 0.5% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $22K | 0.4% | |
| Vanguard Small Cap Index Fund | — | — | — | $19K | 0.4% | |
| Vanguard Intermediate-Term Investment-Grade Fund | — | — | — | $13K | 0.3% | |
| Vanguard Developed Markets Index Fund | — | — | — | $2K | <0.1% |
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