Plan Ledger DOL Form 5500 · updated monthly

National Vitamin Co., Inc.401(k)

NATIONAL VITAMIN CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST · CASA GRANDE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.17%

National Vitamin Co., Inc. reported $4,376 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Arizona (1,028th of 1,285), and 12,635th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$2,371,918
Participants with balances90
Active participants176
Employer contributions—
Employee contributions$224,383
Employer contribution per active participant—
Average account balance$26,355
Benefits paid to participants$212,669
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES, PLLC
Administrative expenses, itemized · 2022
Professional / advisory$4,376
Total administrative$4,376
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,376 · 0.17%
Same employer
Similar plansManufacturing · Arizona
Classy Closets Etc., Inc. AZ$3.6M · 1.27%
Oak Craft, Inc. AZ$3.5M · 1.10%
Rjr Polymers Inc. AZ$1.9M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942349488 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.