Plan Ledger DOL Form 5500 · updated monthly

Nature's Sunshine Products, Inc.401(k)

NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN · LEHI, UT · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Nature's Sunshine Products, Inc. reported $168,770 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,782 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 0.237%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 110th-largest of 848 plans among Utah employers on file, and the 557th of 4,246 in wholesale trade. In 2024, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,168,015
Participants with balances622
Active participants422
Employer contributions$1,174,175
Employee contributions$2,909,951
Employer contribution per active participant$2,782
Average account balance$119,241
Benefits paid to participants$6,841,949
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$74.2M · 622 accts · $1.2M emplr
2023$68.4M · 647 accts · $1.0M emplr
2022$57.9M · 670 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$168,770
Total administrative$168,770
The Nature's Sunshine Products, Inc. 401(k) match · 2024
Employer contribution per active participant$2,782
Median for plans this size$3,635
2024$2,782 per active participant
2023$2,268 per active participant
2022$2,542 per active participant

Nature's Sunshine Products, Inc.'s 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$168,770
RAYMOND JAMES FIN SVCS ADVISORS · Investment advisory (plan)indirect comp

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$168,770 · 0.24%
2023$142,557 · 0.23%
2022$154,420 · 0.24%
Same employer
Similar plansWholesale Trade · Utah
Nu Skin Enterprises, Inc. UT$237.2M · 0.10%
Afs Holdings, Inc UT$208.3M · 0.34%
Ifit Inc. UT$76.6M · 0.30%
Browning UT$48.4M · 0.08%
American Equipment HR, LLC UT$47.6M · 0.36%
Nicholas & Co., Inc. UT$44.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870327982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.