Plan Ledger DOL Form 5500 · updated monthly

Natures Value Inc.401(k)

NATURE'S VALUE INC. 401(K) AND PROFIT SHARING PLAN · CORAM, NY · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Natures Value Inc. reported $26,902 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $966 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 1.00% to 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (4,672nd of 5,648), and 11,712th of 13,661 in manufacturing. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has shrunk from 300 to 233 since 2022.

Plan summary
Net assets, end of year$4,042,871
Participants with balances257
Active participants233
Employer contributions$225,000
Employee contributions$296,172
Employer contribution per active participant$966
Average account balance$15,731
Benefits paid to participants$541,694
Plan auditUnmodified (clean) audit opinion
AuditorCAPRARO CENTOFRANCHI TIDONA & EN
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 257 accts · $225K emplr
2023$3.8M · 254 accts · $150K emplr
2022$3.2M · 263 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,902
Total administrative$26,902
The Natures Value Inc. 401(k) match · 2024
Employer contribution per active participant$966
Median for plans this size$1,313
2024$966 per active participant
2023$617 per active participant

Natures Value Inc.'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 · 20241
ADP, INC. · Loan processing · Recordkeeping$26,901

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$26,902 · 0.69%
2023$41,984 · 1.20%
2022$34,223 · 1.00%
Same employer
Similar plansManufacturing · New York
Medisca Inc. NY$4.2M · 0.06%
Morcon, Inc NY$3.8M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113108491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.