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Original filing (PDF)20250925120621NAL0007618945001
AUDIOCODES, INC.
Form 5500
FILING_RECEIVED
AUDIOCODES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
258
Plan assets (EOY)
$35.4M
Net assets (EOY)
$35.4M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUDIOCODES, INC..
Plan sponsor
Name
AUDIOCODES, INC.
EIN
77-0448588
Address
80 KINGSBRIDGE ROAD · PISCATAWAY, NJ · 088543953
Phone
(732) 469-0880
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $91K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
Investments
32 direct securities· $35.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party rate of interest, collateral, par or maturity value (1) Current value BlackRock iShares S&P 500 Index K | — | — | — | $5.7M | 16.0% | |
| Massachusetts Financial Services MFS Massachusetts Investors Gr Stk R6 | — | — | — | $4.1M | 11.6% | |
| BlackRock iShares MSCI EAFE International Index K | — | — | — | $3.0M | 8.5% | |
| JPMorgan SmartRetirement 2035 R6 | — | — | — | $2.7M | 7.5% | |
| JPMorgan SmartRetirement 2025 R6 | — | — | — | $2.3M | 6.6% | |
| Empower Trust Company, LLC Guaranteed Interest Fund | — | — | — | $1.9M | 5.3% | |
| Invesco Diversified Dividend R6 | — | — | — | $1.4M | 3.9% | |
| Allspring Funds Allspring SMID Cap Growth Institutional | — | — | — | $1.3M | 3.6% | |
| JPMorgan SmartRetirement 2040 R6 | — | — | — | $1.3M | 3.6% | |
| JPMorgan SmartRetirement 2045 R6 | — | — | — | $980K | 2.8% | |
| BlackRock iShares Russell 2000 Small-Cap Index K | — | — | — | $953K | 2.7% | |
| Franklin Templeton Western Asset Core Bond IS | — | — | — | $865K | 2.4% | |
| Janus Henderson Janus Henderson Triton N | — | — | — | $749K | 2.1% | |
| Massachusetts Financial Services MFS Total Return R6 | — | — | — | $715K | 2.0% | |
| JPMorgan SmartRetirement 2055 R6 | — | — | — | $702K | 2.0% | |
| American Century American Century Infl-Adj Bd R5 | — | — | — | $699K | 2.0% | |
| Lord Abbett Lord Abbett High Yield R6 | — | — | — | $683K | 1.9% | |
| JPMorgan SmartRetirement 2030 R6 | — | — | — | $649K | 1.8% | |
| JPMorgan SmartRetirement Income R6 | — | — | — | $595K | 1.7% | |
| BlackRock iShares Russell Mid-Cap Index K | — | — | — | $585K | 1.7% | |
| JPMorgan SmartRetirement 2020 R6 | — | — | — | $540K | 1.5% | |
| JPMorgan SmartRetirement 2050 R6 | — | — | — | $483K | 1.4% | |
| American Funds American Funds Capital World Bond R6 | — | — | — | $424K | 1.2% | |
| Victory Capital Victory Sycamore Established Value R6 | — | — | — | $403K | 1.1% | |
| JPMorgan Undiscovered Mgrs Behavioral Value R6 | — | — | — | $304K | 0.9% | |
| Invesco Real Estate R6 | — | — | — | $301K | 0.9% | |
| Massachusetts Financial Services MFS International Intrinsic Value R6 | — | — | — | $257K | 0.7% | |
| Virtus SGA Emerging Markets Equity R6 | — | — | — | $238K | 0.7% | |
| Notes Receivable from Participants dates ranging from March 2024 through July 2036 | — | — | — | $217K | 0.6% | |
| Massachusetts Financial Services MFS Global Equity R4 | — | — | — | $181K | 0.5% | |
| JPMorgan SmartRetirement 2060 R6 | — | — | — | $132K | 0.4% | |
| Invesco Oppenheimer Int'l Growth R6 | — | — | — | $131K | 0.4% |
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