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Original filing (PDF)20251014115028NAL0001332611001
ARIZONA NUTRITIONAL SUPPLEMENTS, LLC
Form 5500
FILING_RECEIVED
ARIZONA NUTRITIONAL SUPPLEMENTS 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
409
Accounts w/ balance
435
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARIZONA NUTRITIONAL SUPPLEMENTS, LLC.
Plan sponsor
Name
ARIZONA NUTRITIONAL SUPPLEMENTS, LLC
EIN
46-1253852
Address
210 S. BECK AVE. · CHANDLER, AZ · 85226
Phone
(480) 966-9630
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $8K | — |
| UKG KRONOS SYSTEMS, LLC | 65-0694077 | — | CONSULTANT | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities· $11.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Company | — | — | — | $1.8M | 15.3% | |
| FH MDT LG CAP GR IS Registered Investment Company | — | — | — | $1.5M | 13.2% | |
| FID INTL INDEX Registered Investment Company | — | — | — | $1.5M | 12.7% | |
| FID TOTAL BOND Registered Investment Company | — | — | — | $1.4M | 12.5% | |
| COL DIVIDEND INC I3 Registered Investment Company | — | — | — | $1.3M | 11.6% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $519K | 4.5% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $484K | 4.2% | |
| PIF SMCP GRTH I IS Registered Investment Company | — | — | — | $471K | 4.1% | |
| VRTS K SM-CP CORE R6 Registered Investment Company | — | — | — | $400K | 3.4% | |
| FID EMERG MKTS DISC Registered Investment Company | — | — | — | $384K | 3.3% | |
| PGIM HIGH YIELD R6 Registered Investment Company | — | — | — | $370K | 3.2% | |
| maturing through January 2030 | — | — | — | $367K | 3.2% | |
| C&S REAL ESTATE I Registered Investment Company | — | — | — | $362K | 3.1% | |
| GS FS GOVT R6 Cash | — | — | — | $238K | 2.0% | |
| MFS LIFETIME 2055 R6 Registered Investment Company | — | — | — | $184K | 1.6% | |
| MFS LIFETIME 2040 R6 Registered Investment Company | — | — | — | $84K | 0.7% | |
| MFS LIFETIME 2050 R6 Registered Investment Company | — | — | — | $46K | 0.4% | |
| MFS LIFETIME 2035 R6 Registered Investment Company | — | — | — | $39K | 0.3% | |
| MFS LIFETIME 2025 R6 Registered Investment Company | — | — | — | $27K | 0.2% | |
| MFS LIFETIME 2060 R6 Registered Investment Company | — | — | — | $20K | 0.2% | |
| MFS LIFETIME 2045 R6 Registered Investment Company | — | — | — | $19K | 0.2% | |
| MFS LIFETIME 2030 R6 Registered Investment Company | — | — | — | $19K | 0.2% | |
| MFS LIFETIME 2065 R6 Registered Investment Company | — | — | — | $7K | <0.1% | |
| MFS LIFETIME INC R6 Registered Investment Company | — | — | — | $7K | <0.1% | |
| PIMCO INCOME INST Registered Investment Company | — | — | — | $3K | <0.1% |
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