P PlanScore

Home / Employer profile

Department of Labor filing

DATAVOX, INC.

DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

Spot something wrong?
Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

41filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,729

Reported employer contributions per active participant.

Higher than about 51% of comparable plans
#People in the filing
220

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$298 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 19% of comparable plans
↗Investment performance
Not available

Plan assets changed 22.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202441out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $2,724 · based on 177 comparable plans
Lower reported administrative expense19th percentileTypical peer $151 · based on 180 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, DATAVOX, INC. reported $600,415 in employer contributions across the plan and 220 active participants. That works out to $2,729 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 12.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 15.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context41/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$600,415
Participant contributions
$1,210,698
Other contributions
$26,501
Employer share of reported contributions
33.2%
Beginning assets
$22,232,391
Ending assets
$27,171,141
Ending net assets
$27,171,141
Ending liabilities
$0
Total income
$6,093,003
Total expenses
$1,154,253
Administrative expenses
$84,001
Participant loans
$297,341

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,422
2023
$2,518
2024
$2,729
Plan-paid administrative expenses per participant
2022
$258
2023
$284
2024
$298
Active participants
2022
206
2023
219
2024
220
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,72922027.2M20251008053602NAL0008894912001
2023$2,51821922.2M20241002060635NAL0007932801001
2022$2,42220617.5M20231016094545NAL0075151202001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
760251479-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Aug 1, 1997
Industry
Information
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2R2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
CHARLES SCHWAB INVESTMENT MGMT, INC2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
COLUMBIA2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
FEF DISTRIBUTORS, LLC2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, I2024Not reportedunknown
FRED ALGER & COMPANY, INCORPORATED2024Not reportedunknown
MORGAN STANLEY INVESTMENT ADVISORS2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
TIAA-CREF FUNDS2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →
Filing ACK_ID20251008053602NAL0008894912001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗