Plan Ledger DOL Form 5500 · updated monthly

Natural Organics, Inc.401(k)

NATURAL ORGANICS, INC. 401(K) PLAN · MELVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Natural Organics, Inc. reported $8,634 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $715 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 2 years on file its reported administrative ratio fell from 0.032% to 0.028%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,916th-largest of 5,648 plans among New York employers on file, and the 1,326th of 4,246 in wholesale trade. In 2024, employees put in $5.12 for every $1.00 the employer contributed; active participation has grown from 330 to 423 since 2022.

Plan summary
Net assets, end of year$30,871,525
Participants with balances245
Active participants423
Employer contributions$302,619
Employee contributions$1,549,410
Employer contribution per active participant$715
Average account balance$126,006
Benefits paid to participants$5,519,492
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.9M · 245 accts · $303K emplr
2023$29.9M · 238 accts · $276K emplr
2022$27.3M · 242 accts · $332K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,439
Investment management$4,195
Total administrative$8,634
The Natural Organics, Inc. 401(k) match · 2024
Employer contribution per active participant$715
Median for plans this size$2,416
2024$715 per active participant
2023$902 per active participant
2022$1,006 per active participant

Natural Organics, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,439

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$8,634 · 0.03%
2023$9,686 · 0.03%
2022$9,709 · 0.03%
Same employer
Similar plansWholesale Trade · New York
Mast Jaegermeister US NY$33.0M · 0.09%
Andrew & Sons, LLC NY$31.8M · 0.06%
Michael Skurnik Wines, Inc. NY$31.2M · 0.19%
Ermenegildo Zegna Corp. NY$30.8M · 0.34%
One Step Up, LTD NY$28.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112279154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.