Plan Ledger DOL Form 5500 · updated monthly

Natural Alternatives International, Inc.401(k)

NATURAL ALTERNATIVES PARTNERSHIP FOR PROFITS PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Natural Alternatives International, Inc. reported $64,940 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,687 per active participant. 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.328%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,461st-largest of 9,483 plans among California employers on file, and the 5,668th of 13,661 in manufacturing. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has shrunk from 285 to 224 since 2022.

Plan summary
Net assets, end of year$21,428,809
Participants with balances259
Active participants224
Employer contributions$601,809
Employee contributions$1,118,624
Employer contribution per active participant$2,687
Average account balance$82,737
Benefits paid to participants$1,623,388
Plan auditUnmodified (clean) audit opinion
AuditorHASKELL & WHITE,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 259 accts · $602K emplr
2023$18.2M · 256 accts · $603K emplr
2022$14.9M · 282 accts · $937K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,792
Investment management$37,148
Total administrative$64,940
The Natural Alternatives International, Inc. 401(k) match · 2024
Employer contribution per active participant$2,687
Median for plans this size$2,416
2024$2,687 per active participant
2023$2,807 per active participant
2022$3,289 per active participant

Natural Alternatives International, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MMA SECURITIES · Investment advisory (plan)$37,148
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,792

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$64,940 · 0.33%
2023$55,778 · 0.34%
2022$51,295 · 0.33%
Same employer
Similar plansManufacturing · California
Tayco Engineering, Inc. CA$21.7M · 0.02%
Doughtronics, Inc. CA$21.7M · 0.14%
Hogan Mfg., Inc. CA$21.7M · 0.53%
S. Martinelli & Company CA$21.5M · 0.02%
Westmont Industries LLC CA$21.4M · 0.43%
Orco Block & Hardscape CA$21.4M · 0.30%
Suss Microtec, Inc. CA$21.4M · 0.25%
Sight Sciences, Inc. CA$21.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841007839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.