How big is Natural Organics, Inc.'s plan?

Natural Organics, Inc.'s plan reported $30.9M in assets and 423 participants for 2024.

Original filing (PDF)20251008094720NAL0003171539001

Natural Organics, Inc.

Name: Natural Organics, Inc. — Natural Organics, Inc., Form 5500 (2024)
Creator: Natural Organics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Natural Organics, Inc. 401(k) Plan

401(k) retirement plan · Natural Organics, Inc.'s Natural Organics, Inc. 401(k) Plan held $30.9M in plan assets for 423 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

30% in single holdingCorrective distributions issuedSelf-directed brokerage offered

Active participants

423

Accounts w/ balance

245

Plan assets (EOY)

$30.9M

Net assets (EOY)

$30.9M

People on this filing

Debbie Omalley signed Natural Organics, Inc.'s 2024 Form 5500 as plan administrator.

Debbie Omalley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Natural Organics, Inc.'s EIN is 11-2279154.

EIN 11-2279154

Plan number 002

Plan year 2024

ACK ID 20251008094720NAL0003171539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Natural Organics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Natural Organics, Inc.'s plan includes a default investment (QDIA), a self-directed brokerage window, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

NATURAL ORGANICS, INC.

EIN

all filings

Address

548 BROADHOLLOW RD · MELVILLE, NY · 117473708

Phone

(631) 293-0030

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Investments

38 direct securities · 1 pooled fund· $33.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$20.4M

23 holdings

Common Collective Trusts

$5.8M

5 holdings

Other securities

$3.3M

7 holdings

Common Collective Trust

$2.5M

1 holding

U.S. Treasuries

$864K

1 holding

Participant loans

$589K

1 holding

Self-Directed Brokerage

$81K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$26.9M T. Rowe Price$1.6M Principal$652K Goldman Sachs$254K

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					% of plan
Fidelity Contrafund Mutual fund	Mutual Funds	—	—	$9.3M	30.1%
Fidelity Govt MMKT Money market	Mutual Funds	—	—	$2.9M	9.4%
Fidelity Managed Income Portfolio CL 1 Common/collective trust	Common Collective Trusts	—	—	$2.6M	8.4%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$2.5M	7.9%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$2.2M	7.1%
Fidelity Freedom 2030 K Mutual fund	Mutual Funds	—	—	$1.8M	5.7%
T. Rowe Price Equity Income Mutual fund	Other securities	—	—	$1.2M	4.0%
Fidelity Freedom 2035 K Mutual fund	Mutual Funds	—	—	$902K	2.9%
Fidelity Inflat Prot Bond Mutual fund	U.S. Treasuries	—	—	$864K	2.8%
Fidelity Invst Gr Bd Mutual fund	Mutual Funds	—	—	$786K	2.5%
Fidelity Freedom 2025 K Mutual fund	Mutual Funds	—	—	$700K	2.3%
Principal SmallCap Growth R6 Mutual fund	Other securities	—	—	$652K	2.1%
Fidelity Freedom 2040 K Mutual fund	Mutual Funds	—	—	$600K	1.9%
Participant loans Interest rates ranging from	Participant loans	—	—	$589K	1.9%
Fidelity Intl Discovery Mutual fund	Mutual Funds	—	—	$555K	1.8%
Fidelity Capital & Income Mutual fund	Mutual Funds	—	—	$534K	1.7%
Fidelity Freedom 2045 K Mutual fund	Mutual Funds	—	—	$495K	1.6%
Fidelity Freedom 2020 K Mutual fund	Mutual Funds	—	—	$449K	1.5%
Fidelity Ext Mkt Idx PR Mutual fund	Common Collective Trusts	—	—	$418K	1.4%
T. Rowe Price Dividend Growth Adv Mutual fund	Other securities	—	—	$407K	1.3%
Fidelity Freedom 2050 K Mutual fund	Mutual Funds	—	—	$404K	1.3%
Baron Small Cap Mutual fund	Other securities	—	—	$402K	1.3%
Fidelity Int Tr Bd IDX Mutual fund	Common Collective Trusts	—	—	$365K	1.2%
Fidelity Intl Index Mutual fund	Mutual Funds	—	—	$262K	0.8%
MFS Mid Cap Growth R6 Mutual fund	Mutual Funds	—	—	$257K	0.8%
Goldman Sachs Mid Cap Growth Fund Mutual fund	Other securities	—	—	$254K	0.8%
Virtus Ceredex Mid Cap Val Eq I Mutual fund	Other securities	—	—	$202K	0.7%
Fidelity US Bond Idx Mutual fund	Common Collective Trusts	—	—	$198K	0.6%
Fidelity Emerging Mkts K Mutual fund	Mutual Funds	—	—	$179K	0.6%
Fidelity Freedom 2055 K Mutual fund	Mutual Funds	—	—	$141K	0.5%
Parnassus Mid Cap Mutual fund	Other securities	—	—	$126K	0.4%
Fidelity Freedom 2010 K Mutual fund	Mutual Funds	—	—	$82K	0.3%
Fidelity Brokeragelink Self-directed brokerage	Self-Directed Brokerage	—	—	$81K	0.3%
account * Fidelity Freedom 2060 K Mutual fund	Mutual Funds	—	—	$60K	0.2%
Fidelity Freedom 2065 K Mutual fund	Mutual Funds	—	—	$30K	<0.1%
Fidelity Real Estate Invs Mutual fund	Mutual Funds	—	—	$27K	<0.1%
Fidelity Freedom Income K Mutual fund	Mutual Funds	—	—	$18K	<0.1%
Fidelity Freedom 2015 K Mutual fund	Mutual Funds	—	—	$11K	<0.1%
Fidelity Select Healthcare Mutual fund	Mutual Funds	—	—	$7K	<0.1%

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