Back to filter
Original filing (PDF)20230317174807NAL0014082483001
NATROL LLC
Form 5500
FILING_RECEIVED
NATROL 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.3 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
85
/ 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
87
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATROL LLC.
Plan sponsor
Name
NATROL LLC
EIN
38-3945342
Address
21411 PRAIRIE STREET · CHATSWORTH, CA · 91311
Phone
(818) 867-4440
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-01-24
Filed
2023-03-17
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
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MGMT LLC | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using MORNINGSTAR INVESTMENT MGMT LLC
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
FIDELITY NATIONAL FINANCIAL, INC.
THE FIDELITY NATIONAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
$3.0B · 18,305 participants
STACY AND WITBECK, INC.
STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN
$106.7M · 430 participants
ATS ESOP HOLDINGS, INC.
ATS 401(K) PLAN
$102.6M · 571 participants
LDV, INC.
LYNCH COMPANIES 401(K) SAVINGS PLAN
$72.1M · 648 participants
MCDERMOTT WILL & SCHULTE LLP
SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN
$70.3M · 221 participants
Similar-size Manufacturing plans
FORUM WORKS, LLC
FORUM WORKS, LLC 401(K) SAVINGS PLAN
$0
CELANESE POLYMER PRODUCTS, LLC
RETIREMENT SAVINGS PLAN
$0
GABRIEL COSMETICS, INC.
GABRIEL COSMETICS, INC. 401(K)/PROFIT SHARING PLAN
$0
RALPH W. ATWOOD AND SONS, INC.
ATWOOD COMPANIES 401(K) PLAN
$0
BURTREE, INC.
BURTREE, INC. PROFIT SHARING PLAN
$0
PROTOTYPE PRODUCTIONS, INC.
PROTOTYPE PRODUCTIONS INC. 401(K) PLAN
$0
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B