Plan Snapshot
- Plan Sponsor: Natures Value INC.
- Sponsor EIN: 113108491
- Sponsor Address: 468 MILL ROAD, CORAM, NY, 117274108
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 233 | $4.0M | $225,000 | $296,172 |
| 2023 | 243 | $3.8M | $150,000 | $247,131 |
| 2022 | 300 | $3.2M | $0 | $234,341 |
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 |
|---|---|---|---|---|
| CAPRARO CENTOFRANCHI TIDONA & EN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,902 | — | — | — | — |
| 2023 | $41,984 | — | $41,984 | — | — |
| 2022 | $34,223 | $5,000 | $24,224 | — | $4,999 |