Plan Sponsor signed Audiocodes, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Audiocodes, Inc.'s EIN is 77-0448588.
Download the official 2024 Form 5500 (PDF) for Audiocodes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Audiocodes, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Massachusetts Financial Services MFS Massachusetts Investors Gr Stk R6 | Mutual Funds | — | — | $4.1M | 11.6% | |
| BlackRock iShares MSCI EAFE International Index K | Other securities | — | — | $3.0M | 8.5% | |
| JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $2.7M | 7.5% | |
| JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $2.3M | 6.6% | |
| Empower Trust Company, LLC Guaranteed Interest Fund | Common Stocks | — | — | $1.9M | 5.3% | |
| Invesco Diversified Dividend R6 | Mutual Funds | — | — | $1.4M | 3.9% | |
| Allspring Funds Allspring SMID Cap Growth Institutional | Other securities | — | — | $1.3M | 3.6% | |
| JPMorgan SmartRetirement 2040 R6 | Other securities | — | — | $1.3M | 3.6% | |
| JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $980K | 2.8% | |
| BlackRock iShares Russell 2000 Small-Cap Index K | Common Collective Trusts | — | — | $953K | 2.7% | |
| Franklin Templeton Western Asset Core Bond IS | Mutual Funds | — | — | $865K | 2.4% | |
| Janus Henderson Janus Henderson Triton N | Mutual Funds | — | — | $749K | 2.1% | |
| Massachusetts Financial Services MFS Total Return R6 | Mutual Funds | — | — | $715K | 2.0% | |
| JPMorgan SmartRetirement 2055 R6 | Other securities | — | — | $702K | 2.0% | |
| American Century American Century Infl-Adj Bd R5 | Other securities | — | — | $699K | 2.0% | |
| Lord Abbett Lord Abbett High Yield R6 | Mutual Funds | — | — | $683K | 1.9% | |
| JPMorgan SmartRetirement 2030 R6 | Other securities | — | — | $649K | 1.8% | |
| JPMorgan SmartRetirement Income R6 | Other securities | — | — | $595K | 1.7% | |
| BlackRock iShares Russell Mid-Cap Index K | Other securities | — | — | $585K | 1.7% | |
| JPMorgan SmartRetirement 2020 R6 | Other securities | — | — | $540K | 1.5% | |
| JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $483K | 1.4% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $424K | 1.2% | |
| Victory Capital Victory Sycamore Established Value R6 | Other securities | — | — | $403K | 1.1% | |
| JPMorgan Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $304K | 0.9% | |
| Invesco Real Estate R6 | Mutual Funds | — | — | $301K | 0.9% | |
| Massachusetts Financial Services MFS International Intrinsic Value R6 | Mutual Funds | — | — | $257K | 0.7% | |
| Virtus SGA Emerging Markets Equity R6 | Other securities | — | — | $238K | 0.7% | |
| Notes Receivable from Participants dates ranging from March 2024 through July 2036 | Other securities | — | — | $217K | 0.6% | |
| Massachusetts Financial Services MFS Global Equity R4 | Mutual Funds | — | — | $181K | 0.5% | |
| JPMorgan SmartRetirement 2060 R6 | Other securities | — | — | $132K | 0.4% | |
| Invesco Oppenheimer Int'l Growth R6 | Mutual Funds | — | — | $131K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $91K |
| — |
