Plan Snapshot
- Plan Sponsor: Nutraceutical Corporation
- Sponsor EIN: 870533341
- Sponsor Address: 580 W 300 N, OGDEN, UT, 84404
- Plan Type: 401(k)
- Total Participants: 869
- Total Assets: $63.4M
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 | 869 | $63.4M | $1.3M | $2.7M |
| 2023 | 738 | $54.5M | $1.2M | $2.5M |
| 2022 | 806 | $50.2M | $1.4M | $3.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $1,394 | — | $1,394 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,394
- Estimated Expense Ratio: 0.002% 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 | $105,864 | $52,184 | — | $1,394 | — |
| 2023 | $106,071 | $45,815 | $300 | — | — |
| 2022 | $102,213 | — | — | — | — |