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Original filing (PDF)20250911220058NAL0002215426010
NATALS, INC.
Form 5500
FILING_RECEIVED
RITUAL 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
120
Accounts w/ balance
176
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
27 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
100
Concentration risk
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 43% of plan.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATALS, INC..
Plan sponsor
Name
NATALS, INC.
EIN
47-3745080
Address
1370 N ST ANDREWS PLACE · LOS ANGELES, CA · 90028
Phone
(214) 871-0400
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
2025-09-11
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
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $8K | — |
Investments
27 direct securities· $8.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $3.7M | 43.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $1.5M | 17.0% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $1.0M | 11.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $753K | 8.7% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $362K | 4.2% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $345K | 4.0% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $300K | 3.4% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $234K | 2.7% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $141K | 1.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $83K | 1.0% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $49K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $42K | 0.5% | |
| Participant loans receivable - 4 loans outstanding with interest rates ranging from 4.25% to 9.50% - | — | — | — | $38K | 0.4% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $24K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $18K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $16K | 0.2% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $12K | 0.1% | |
| Non-interest bearing cash | — | — | $11K | $11K | 0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $10K | 0.1% | |
| Vanguard Ftse All-World Ex-Us Index Fund Admiral Shares | — | — | — | $6K | <0.1% | |
| Vanguard Ftse Social Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Vanguard Global Ex-U.S. Real Estate Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $1K | <0.1% |