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Original filing (PDF)20251014133536NAL0003044129001
NS BRANDS, LTD
Form 5500
FILING_RECEIVED
NATURESWEET 401(K) PLAN
401(k) retirement plan
Signals · 1
~79 bps in Sched C fees
Active participants
111
Accounts w/ balance
152
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 172% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NS BRANDS, LTD.
Plan sponsor
Name
NS BRANDS, LTD
EIN
23-2600114
Address
2338 NORTH LOOP 1604 WEST · SUITE 200 · SAN ANTONIO, TX · 78248
Phone
(800) 767-6789
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
FIDUCIARY CONSULTING GROUP, INC.
EIN
20-2807852
City
MURFREESBORO, TN
Phone
(615) 848-0015
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
AKIN, DOHERTY, KLEIN & FEUGE, P
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY CONSULTING GROUP INC | — | MURFREESBORO, TN | INDEPENDENT FIDUCIARY | $32K | — |
Investments
25 direct securities · 1 pooled fund· $10.6M(99% 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.
Uncategorized
$10.4M
25 holdings
Common Collective Trust
$183K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century One Choice 2035 R6 Mutual Fund | — | — | — | $2.3M | 21.5% | |
| American Century One Choice 2040 R6 Mutual Fund | — | — | — | $1.4M | 12.9% | |
| American Century One Choice 2045 R6 Mutual Fund | — | — | — | $1.3M | 11.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $973K | 9.1% | |
| American Century One Choice 2050 R6 Mutual Fund | — | — | — | $845K | 7.9% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $681K | 6.4% | |
| American Century One Choice 2030 R6 Mutual Fund | — | — | — | $599K | 5.6% | |
| American Century One Choice 2055 R6 Mutual Fund | — | — | — | $525K | 4.9% | |
| Invesco Equally -WTD S&P 500 R6 Mutual Fund | — | — | — | $302K | 2.8% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $301K | 2.8% | |
| Voya Intermediate Bond R6 Mutual Fund | — | — | — | $227K | 2.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $183K | 1.7% | |
| American Century One Choice 2025 R6 Mutual Fund | — | — | — | $168K | 1.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $144K | 1.4% | |
| American Century One Choice 2060 R6 Mutual Fund | — | — | — | $115K | 1.1% | |
| Fidelity International Index Mutual Fund | — | — | — | $105K | 1.0% | |
| Goldman Sachs GQG Partners International R6 Mutual Fund | — | — | — | $87K | 0.8% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $84K | 0.8% | |
| AB Global Bond Adv Mutual Fund | — | — | — | $70K | 0.7% | |
| Janus Henderson Enterpirse N Mutual Fund | — | — | — | $61K | 0.6% | |
| Invesco Developing Markets R6 Mutual Fund | — | — | — | $54K | 0.5% | |
| Undiscovered Managers Behavioral Value R6 Mutual Fund | — | — | — | $32K | 0.3% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $19K | 0.2% | |
| American Century One Choice in Retirement R6 Mutual Fund | — | — | — | $17K | 0.2% | |
| Blackrock High Yeld Bond Portfoloi K Mutual Fund | — | — | — | $16K | 0.1% | |
| Janus Henderson Venture I Mutual Fund | — | — | — | $13K | 0.1% |
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