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Original filing (PDF)20251009131944NAL0007053281001
NUTRISYSTEM INC.
Form 5500
FILING_RECEIVED
WELLFUL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
438
Accounts w/ balance
513
Plan assets (EOY)
$36.6M
Net assets (EOY)
$36.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 87% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUTRISYSTEM INC..
Plan sponsor
Name
NUTRISYSTEM INC.
EIN
23-3012204
Address
1100 VIRGINIA DRIVE #175 · FORT WASHINGTON, PA · 190343238
Phone
(610) 529-4144
Industry
Other Services (ex. Public Admin)see all
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
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $198K | — |
Investments
25 direct securities · 3 pooled funds· $36.6M(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.
Uncategorized
$34.9M
25 holdings
Pooled Separate Account
$975K
2 holdings
Common Collective Trust
$729K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $5.3M | 14.5% | |
| Fidelity Investments Fid Adv Freedom 2040 K6 Fund | — | — | — | $4.7M | 12.7% | |
| Fidelity Investments Fid Adv Freedom 2045 Z6 Fund | — | — | — | $4.2M | 11.5% | |
| Fidelity Investments Fid Adv Freedom 2035 Z6 Fund | — | — | — | $3.8M | 10.3% | |
| Fidelity Investments Fid Adv Freedom 2050 K6 Fund | — | — | — | $3.2M | 8.7% | |
| Fidelity Investments Fid Adv Freedom 2055 K6 Fund | — | — | — | $2.5M | 6.8% | |
| Fidelity Investments Fid Adv Freedom 2025 K6 Fund | — | — | — | $2.0M | 5.5% | |
| MainStay Funds MainStay Winslow Lg Cap Gr R6 | — | — | — | $1.8M | 4.8% | |
| Fidelity Investments Fid Adv Freedom 2030 K6 Fund | — | — | — | $1.3M | 3.6% | |
| Fidelity Investments Fid Adv Freedom 2060 K6 Fund | — | — | — | $1.1M | 3.0% | |
| PRIN SHORT-TERM INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | — | $744K | 2.0% | |
| BRANDYWINE EXT MKT FOUNDERS CL ALTA TRUST COMPANY · EIN 92-2109325 / PN 001 | Common Collective Trust | — | — | $729K | 2.0% | |
| Eagle Financial Services, Inc. Carillon Eagle Mid Cap Grwth R6 Fd | — | — | — | $687K | 1.9% | |
| Vanguard Group Vanguard Intl Growth Adm Fd | — | — | — | $664K | 1.8% | |
| MFS Investment Management MFS Value R6 Fund | — | — | — | $626K | 1.7% | |
| Fidelity Investments Fidelity Adv Total Bond Z Fd | — | — | — | $527K | 1.4% | |
| Fidelity Investments Fidelity Total Int Idx Fund | — | — | — | $490K | 1.3% | |
| Company * Notes receivable from Interest rates from 4.25% to 10.50% | — | — | — | $468K | 1.3% | |
| American Century Investments American Century Mid-Cap Val R6 | — | — | — | $455K | 1.2% | |
| Franklin Templeton Investments Franklin Small Cap Value R6 Fd | — | — | — | $400K | 1.1% | |
| Fidelity Investments Fid Adv Freedom 2065 K6 Fund | — | — | — | $258K | 0.7% | |
| Fidelity Investments Fid Adv Freedom 2020 K6 Fund | — | — | — | $236K | 0.6% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $231K | 0.6% | |
| Hartford Mutual Funds Hartford Strat Income R6 Fund | — | — | — | $182K | 0.5% | |
| Fidelity Investments Fid Adv Freedom 2015 K6 Fund | — | — | — | $27K | <0.1% | |
| Fidelity Investments Fid Adv Freedom Income K6 Fund | — | — | — | $24K | <0.1% | |
| (E) | — | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | — | — | — | $10K | <0.1% |
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