Avox Systems Retirement Savings Plan
Sponsored by Avox Systems, Inc. · EIN 263112854 · Plan #004
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 153
- With balances
- 208
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ales29 Advisors, Inc CRD 297670 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Burke Group | Recordkeeping, Direct payment from the plan | $54,455 |
| Alesco Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $16,723 |