Plan Ledger DOL Form 5500 · updated monthly

Natural Partners, LLC401(k)

NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST · MANCHESTER, NH · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Natural Partners, LLC reported $34,843 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $1,292 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 0.63% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New Hampshire (247th of 411), and 2,760th of 4,246 in wholesale trade. In 2024, employees put in $2.22 for every $1.00 the employer contributed; active participation has grown from 464 to 576 since 2022.

Plan summary
Net assets, end of year$11,205,161
Participants with balances285
Active participants576
Employer contributions$743,994
Employee contributions$1,648,446
Employer contribution per active participant$1,292
Average account balance$39,316
Benefits paid to participants$1,339,349
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 285 accts · $744K emplr
2023$7.8M · 258 accts · $638K emplr
2022$5.7M · 296 accts · $485K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,220
Investment management$25,623
Total administrative$34,843
The Natural Partners, LLC 401(k) match · 2024
Employer contribution per active participant$1,292
Median for plans this size$1,313
2024$1,292 per active participant
2023$1,386 per active participant
2022$1,046 per active participant

Natural Partners, LLC's 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$9,220
CAPITAL INSIGHT PARTNERS, LLC · Investment advisory (plan)$25,623

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,843 · 0.37%
2023$47,543 · 0.70%
2022$26,903 · 0.63%
Same employer
Similar plansWholesale Trade · New Hampshire
Amoskeag Beverages, LLC NH$22.0M · 0.43%
Index Packaging, Inc. NH$10.4M · 0.16%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860790551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.