Plan Ledger DOL Form 5500 · updated monthly

Nellson Nutraceutical, LLC401(k)

NELLSON NUTRACEUTICAL, LLC EMPLOYEE SAVINGS & RETIREMENT PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Nellson Nutraceutical, LLC reported $168,013 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,736 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 0.44% to 0.41%. 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 2,003rd-largest of 9,483 plans among California employers on file, and the 3,491st of 13,661 in manufacturing. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has shrunk from 747 to 640 since 2022.

Plan summary
Net assets, end of year$43,129,771
Participants with balances873
Active participants640
Employer contributions$1,111,158
Employee contributions$2,375,063
Employer contribution per active participant$1,736
Average account balance$49,404
Benefits paid to participants$4,993,562
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.1M · 873 accts · $1.1M emplr
2023$39.0M · 872 accts · $902K emplr
2022$35.5M · 1,183 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$120,772
Investment management$27,341
Audit (IQPA)$19,900
Total administrative$168,013
The Nellson Nutraceutical, LLC 401(k) match · 2024
Employer contribution per active participant$1,736
Median for plans this size$2,416
2024$1,736 per active participant
2023$1,555 per active participant
2022$1,949 per active participant

Nellson Nutraceutical, LLC's 2024 employer contribution ran below 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 · 20244
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$26,000
FARBER HASS HURLEY LLP · Accounting / audit$19,900
ADVISED ASSETS GROUP, LLC · Investment management$1,341

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$168,013 · 0.41%
2023$161,901 · 0.43%
2022$171,222 · 0.44%
Same employer
Similar plansManufacturing · California
Umc Group (USA) CA$43.7M · 0.20%
The New Iem, LLC CA$43.4M · 0.42%
Roederer Estate Inc. CA$43.2M · 0.01%
Satco, Inc. CA$43.0M · 0.17%
Talley Inc. CA$43.0M · 0.40%
Sila Nanotechnologies, Inc. CA$42.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261109862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.