# Natural Factors Nutritional Products INC. 401(k) Plan
Source: https://planprovider.pro/companies/natural-factors-nutritional-products-inc-401k-plan

> Natural Factors Nutritional Products INC.'s 401(k) plan: 261 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Natural Factors Nutritional Products INC.

- **Sponsor EIN:** 820482773

- **Sponsor Address:** 14224 167TH AVE SE, MONROE, WA, 982722810

- **Plan Type:** 401(k)

- **Total Participants:** 261

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|261|$9.9M|$602,634|$1.0M|

| 2023|232|$8.7M|$553,686|$931,884|

| 2022|244|$7.8M|$485,612|$883,206|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$62,507|—|$62,507|

| CAPFINANCIAL PARTNERS, LLC|INVESTMENT ADVISORY|$21,638|$6|$21,644|

| TRUTINA FINANCIAL|INVESTMENT ADVISORY|$21,012|$6|$21,018|

| SHANNON & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SHANNON & ASSOCIATES, LLP](https://planprovider.pro/provider/shannon-and-associates-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $105,169

- **Estimated Expense Ratio:** 1.065% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$105,163|$42,656|$62,507|—|—|

| 2023|$70,065|$39,087|$30,978|—|—|

| 2022|$67,368|$38,290|$29,078|—|—|

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