Original filing (PDF)20251013135805NAL0003152306001

NATURALAWN OF AMERICA, INC.

Name: NATURALAWN OF AMERICA, INC. — NATURALAWN OF AMERICA, INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: NATURALAWN OF AMERICA, INC.

Form 5500

FILING_RECEIVED

NATURALAWN OF AMERICA, INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

98% employer stock

Active participants

103

Accounts w/ balance

152

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

How this plan invests

This plan

26 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATURALAWN OF AMERICA, INC..

Plan sponsor

Name

NATURALAWN OF AMERICA, INC.

EIN

52-1720695

Address

1 EAST CHURCH ST · FREDERICK, MD · 21701

Phone

(301) 694-5440

Industry

Other Services (ex. Public Admin)see 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE CO.	01-0233346	—	RECORDKEEPER	$4K	—
JOHN HANCOCK LIFE INSURANCE CO.	01-0233346	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 direct security · 26 pooled funds· $3.7M(100% 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.

Pooled Separate Account

$3.7M

26 holdings

Bonds / Notes

$75K

1 holding

					% of plan
VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$691K	18.5%
VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$518K	13.9%
500 INDEX FUND JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$479K	12.8%
VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$291K	7.8%
VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$280K	7.5%
VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$278K	7.5%
VANGUARD BALANCED INDEX FUND JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$236K	6.3%
MID CAP INDEX FUND JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$203K	5.4%
VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$192K	5.1%
VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$163K	4.4%
VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$104K	2.8%
VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$92K	2.5%
Participant Loans Interest from 5.75% to 9.50%	Bonds / Notes	—	—	$75K	2.0%
VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$64K	1.7%
VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$61K	1.6%
VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$4K	0.1%
DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$807	<0.1%
FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$803	<0.1%
NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$796	<0.1%
NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$794	<0.1%
DFA US LARGE COMPANY FUND JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$791	<0.1%
NUVEEN LC RESPONSIBLE EQUITY JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$785	<0.1%
BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$785	<0.1%
JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$777	<0.1%
JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$639	<0.1%
VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$319	<0.1%
DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INS. CO. USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$319	<0.1%