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Department of Labor filing

PHONONIC, INC

PHONONIC, INC · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$5,706

Reported employer contributions per active participant.

Higher than about 80% of comparable plans
#People in the filing
82

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$269 / participant

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

Lower cost than about 44% of comparable plans
↗Investment performance
Not available

Plan assets changed 10.2%, 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 · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions80th percentileTypical peer $2,648 · based on 65 comparable plans
Lower reported administrative expense44th percentileTypical peer $225 · based on 71 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, PHONONIC, INC reported $467,924 in employer contributions across the plan and 82 active participants. That works out to $5,706 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 proxy54%

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 trendNot enough history

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

Expense trendUp 36.2%

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

Peer context69/100

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
$467,924
Participant contributions
$1,208,587
Other contributions
$23,514
Employer share of reported contributions
27.9%
Beginning assets
$9,420,065
Ending assets
$10,385,593
Ending net assets
$10,385,593
Ending liabilities
$0
Total income
$3,097,991
Total expenses
$2,132,463
Administrative expenses
$48,887
Participant loans
$138,381

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
Not reported
2023
$4,933
2024
$5,706
Plan-paid administrative expenses per participant
2022
$197
2023
$252
2024
$269
Active participants
2022
159
2023
123
2024
82
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$5,7068210.4M20251009051732NAL0010820736001
2023$4,9331239.4M20241015061304NAL0054979138001
2022Not reported1597.1M20231014064321NAL0034658785001

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
1.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
263664373-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
May 1, 2011
Industry
Industry group 334
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

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
AMERICAN BEACON ADVISORS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
COLUMBIA2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, I2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251009051732NAL0010820736001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗