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Original filing (PDF)20251006140852NAL0001911715001
NUTRITION, INC.
Form 5500
FILING_RECEIVED
NUTRITION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~204 bps in Sched C fees
Active participants
3,642
Accounts w/ balance
3,675
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
- 204 bps in Schedule C fees — 603% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUTRITION, INC..
Plan sponsor
Name
NUTRITION, INC.
EIN
25-1272788
Address
580 WENDEL ROAD, SUITE 100 · IRWIN, PA · 15642
Phone
(724) 978-2100
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
LALLY & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $223K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAPANOWICZ & ASSOCIATES FINANCIAL | — | PITTSBURGH, PA | INVESTMENT ADVISOR | $44K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $110K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LALLY & CO LLC | — | PITTSBURGH, PA | AUDITOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
Investments
36 direct securities · 1 pooled fund· $19.7M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$18.7M
36 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $2.2M | 11.1% | |
| JPMorgan SmartRetirement Blend 2030 R6 | — | — | — | $1.8M | 9.1% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $1.7M | 8.5% | |
| Empower Guaranteed Interest Fund | — | — | — | $1.3M | 6.6% | |
| JPMorgan SmartRetirement Blend 2025 R6 | — | — | — | $1.2M | 5.8% | |
| JPMorgan SmartRetirement Blend 2040 R6 | — | — | — | $1.1M | 5.4% | |
| JPMorgan SmartRetirement Blend 2045 R6 | — | — | — | $1.1M | 5.3% | |
| WESTERN ASSET CORE PLUS BOND R1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 99-0042880 / PN 000 | Common Collective Trust | — | — | $1.0M | 5.2% | |
| American Funds American Balanced R6 | — | — | — | $860K | 4.3% | |
| American Funds New Perspective R6 | — | — | — | $795K | 4.0% | |
| JPMorgan SmartRetirement Blend 2035 R6 | — | — | — | $740K | 3.7% | |
| JPMorgan SmartRetirement Blend 2050 R6 | — | — | — | $642K | 3.2% | |
| Vanguard International Growth Adm | — | — | — | $638K | 3.2% | |
| JPMorgan SmartRetirement Blend 2055 R6 | — | — | — | $529K | 2.6% | |
| Fidelity International Index | — | — | — | $445K | 2.2% | |
| JPMorgan Equity Income R6 | — | — | — | $407K | 2.0% | |
| Fidelity Small Cap Index | — | — | — | $389K | 1.9% | |
| JPMorgan SmartRetirement Blend 2060 R6 | — | — | — | $339K | 1.7% | |
| American Funds New World R6 | — | — | — | $312K | 1.6% | |
| Empower T. Rowe Price Mid Cap Gr Fund Inst | — | — | — | $240K | 1.2% | |
| Fidelity Large Cap Growth Index | — | — | — | $237K | 1.2% | |
| Participant Notes Receivable Interest Rates 4.25% - 9.50% - | — | — | — | $225K | 1.1% | |
| PIMCO Int Bond (USD-Hedged) Inst | — | — | — | $175K | 0.9% | |
| American Century Mid Cap Value R6 $ | — | — | — | $174K | 0.9% | |
| Fidelity Mid Cap Value Index | — | — | — | $161K | 0.8% | |
| PIMCO Income Instl | — | — | — | $146K | 0.7% | |
| JPMorgan SmartRetirement Blend 2020 R6 | — | — | — | $137K | 0.7% | |
| Federated Hermes MDT Small Cap Growth R6 | — | — | — | $136K | 0.7% | |
| Fidelity Large Cap Value Index | — | — | — | $132K | 0.7% | |
| DFA International Value I | — | — | — | $93K | 0.5% | |
| JPMorgan SmartRetirement Blend Inc R6 | — | — | — | $80K | 0.4% | |
| Fidelity Mid Cap Growth Index | — | — | — | $68K | 0.3% | |
| Fidelity Small Cap Value Index | — | — | — | $53K | 0.3% | |
| PGIM High-Yield R6 | — | — | — | $47K | 0.2% | |
| Undiscovered Managers Behavioral Value Fund R6 | — | — | — | $44K | 0.2% | |
| Fidelity Small Cap Growth Index | — | — | — | $34K | 0.2% | |
| Fidelity Mid Cap Index | — | — | — | $29K | 0.1% |
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