Avox Systems 401(k) match, vesting and fees
What Avox Systems' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Sbfr Partners Cpas LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Avox Systems: employer contribution per participant | $460 | |
| Peer median | $1,847 |
| Avox Systems: average balance | $55,376 | |
| Peer median | $65,512 |
| Avox Systems: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.7M at the end of plan year 2021 to $6.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 222 | $6.5M | $54K | $460 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 186 | $7.1M | $49K | $426 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 175 | $7.6M | $51K | $442 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 165 | $9.7M | $50K | $432 | 0.03% | Not published | Form 5500 ↗ |
Other Avox Systems plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Avox Systems 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Sbfr Partner Cpa'S LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Avox Systems Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Burke Group | Schedule C ↗ |
| Independent auditor | Sbfr Partners LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Avox Systems Union Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Avox Systems match 401(k) contributions?
The match terms for the Avox Systems 401(k) Plan for Bargaining Unit Employees have not been published from its filing yet. The plan year 2024 filing reports $54K in employer contributions, about $460 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Avox Systems 401(k) match vested?
The vesting schedule for the Avox Systems 401(k) Plan for Bargaining Unit Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the Avox Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Avox Systems Inc..
I left Avox Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Avox Systems Inc., (716) 683-5100) or the recordkeeper, Fidelity Investments Institutional. The Avox Systems old 401(k) page lists the contacts from every plan filing. Find an old Avox Systems 401(k)
Data from the public Form 5500 annual reports Avox Systems filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Avox Systems. Not financial advice. Report a correction · Methodology