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Sponsor portfolio

AVOX SYSTEMS INC.

EIN 26-3112854-aviation & aerospace-Latest filing 2024
Plans
4
Retirement
4
$43.4M assets
Welfare
0
Participants
655
225 ERIE STREET - LANCASTER, NY 14086716-683-5100avoxsys.comLinkedIn201-500 employeesaviation & aerospace
Plans on this EIN
4 filings
#001401k-$31.7M - 207 part#002401k-$6.5M - 222 part#004ProfitSharing-$4.9M - 214 part#003TraditionalDB-$259K - 12 part

Retirement portfolio analytics

4 plans aggregated / $43.4M assets / 655 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • AVOX SYSTEMS 401(K) (#001)73%
  • BARGAINING UNIT EMPLOYEES (#002)15%
  • SYSTEMS RETIREMENT Savings (#004)11%
  • SYSTEMS UNION PENSION (#003)1%
Total $43.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • (Not disclosed)89%
  • USI CONSULTING GROUP11%
Total $43.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARGAINING UNIT EMPLOYEES (#002)222
  • SYSTEMS RETIREMENT Savings (#004)214
  • AVOX SYSTEMS 401(K) (#001)207
  • SYSTEMS UNION PENSION (#003)12
Total 655Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AVOX SYSTEMS 401(K) PLAN

401k

Assets$31.7M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

401k

Assets$6.5M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

AVOX SYSTEMS RETIREMENT SAVINGS PLAN

ProfitSharing

Assets$4.9M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

AVOX SYSTEMS UNION PENSION PLAN

TraditionalDB

Assets$259K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001AVOX SYSTEMS 401(K) PLAN401k$31.7M2072024
002AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES401k$6.5M2222024
004AVOX SYSTEMS RETIREMENT SAVINGS PLANProfitSharing$4.9M2142024
003AVOX SYSTEMS UNION PENSION PLANTraditionalDB$259K122024
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