How big is Nutraceutical Corporation's plan?

Nutraceutical Corporation's plan reported $63.4M in assets and 869 participants for 2024.

Original filing (PDF)20251009110416NAL0003842179001

Nutraceutical Corporation

Name: Nutraceutical Corporation — Better Being Co., Form 5500 (2024)
Creator: Nutraceutical Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Better Being Co. Retirement Plan

401(k) retirement plan · Nutraceutical Corporation's Better Being Co. Retirement Plan held $63.4M in plan assets for 869 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

869

Accounts w/ balance

739

Plan assets (EOY)

$63.4M

Net assets (EOY)

$63.4M

People on this filing

Cidney Marsh signed Nutraceutical Corporation's 2024 Form 5500 as plan administrator.

Cidney Marsh — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nutraceutical Corporation's EIN is 87-0533341.

EIN 87-0533341

Plan number 001

Plan year 2024

ACK ID 20251009110416NAL0003842179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nutraceutical Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nutraceutical Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NUTRACEUTICAL CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 218K (5% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

NUTRACEUTICAL CORPORATION

EIN

all filings

Address

580 W 300 N · OGDEN, UT · 84404

Phone

(801) 334-1500

Industry

Manufacturing

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

2025-10-09

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$52K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$52K	—

Investments

31 direct securities · 1 pooled fund· $65.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$42.1M

22 holdings

Other securities

$10.4M

7 holdings

Common Collective Trusts

$8.6M

1 holding

Common Stocks

$2.3M

1 holding

Common Collective Trust

$2.3M

1 holding

					% of plan
Capital Group American Funds New World Class R-6	Mutual Funds	—	—	$12.8M	20.1%
Fidelity Management Trust Co. Fidelity 500 Index	Common Collective Trusts	—	—	$8.6M	13.6%
Victory Capital Victory Sycamore Established Value Fund Class R6	Other securities	—	—	$5.4M	8.5%
Fidelity Management Trust Co. Fidelity Select Medical Technology & Devices	Mutual Funds	—	—	$4.4M	7.0%
Fidelity Management Trust Co. Fidelity Freedom 2035 Fund Class K6	Mutual Funds	—	—	$3.8M	5.9%
Fidelity Management Trust Co. Fidelity Freedom 2040 Fund Class K6	Mutual Funds	—	—	$2.8M	4.5%
Natixis Funds Trust Loomis Sayles Core Plus Bond Fund Class N	Other securities	—	—	$2.7M	4.2%
Fidelity Management Trust Co. Fidelity Freedom 2045 Fund Class K6	Mutual Funds	—	—	$2.6M	4.1%
Fidelity Management Trust Co. Fidelity Freedom 2030 Fund Class K6	Mutual Funds	—	—	$2.4M	3.8%
SEI Trust Company Galliard Stable Return Fund C	Common Stocks	—	—	$2.3M	3.6%
GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$2.3M	3.6%
Fidelity Management Trust Co. Fidelity Freedom 2050 Fund Class K6	Mutual Funds	—	—	$2.2M	3.4%
Capital Group American Funds Washington Mutual Investors Fund Class R-6	Mutual Funds	—	—	$2.0M	3.2%
Janus Investment Fund Fidelity Small Cap Index	Mutual Funds	—	—	$1.8M	2.8%
Fidelity Management Trust Co. Fidelity Freedom 2025 Fund Class K6	Mutual Funds	—	—	$1.4M	2.2%
Fidelity Management Trust Co. Fidelity Freedom 2055 Fund Class K6	Mutual Funds	—	—	$1.1M	1.8%
Fidelity Management Trust Co. Fidelity Freedom 2020 Fund Class K6	Mutual Funds	—	—	$844K	1.3%
Fidelity Management Trust Co. Fidelity Freedom 2060 Fund Class K6	Mutual Funds	—	—	$836K	1.3%
Capital Group American Funds EuroPacific Growth Fund Class R-6	Mutual Funds	—	—	$785K	1.2%
August 2034 -0-	Other securities	—	—	$774K	1.2%
Eagle Asset Management Carillon Eagle Mid Cap Growth Fund Class R6	Other securities	—	—	$704K	1.1%
Janus Investment Fund Fidelity Mid Cap Index	Mutual Funds	—	—	$661K	1.0%
JP Morgan Asset Management Undiscovered Managers Behavioral Value Fund Class R6	Other securities	—	—	$656K	1.0%
Fidelity Management Trust Co. Fidelity Freedom 2065 Fund Class K6	Mutual Funds	—	—	$475K	0.7%
Janus Investment Fund Janus Henderson Triton Fund Class T	Mutual Funds	—	—	$417K	0.7%
Fidelity Management Trust Co. Fidelity Freedom 2010 Fund Class K6	Mutual Funds	—	—	$274K	0.4%
MFS Series Trust MFS International Diversification Fund Class R6	Mutual Funds	—	—	$273K	0.4%
Janus Investment Fund Fidelity Large Cap Index	Mutual Funds	—	—	$188K	0.3%
Principal Mutual Funds Principal Real Estate Securities Fund Institutional Class	Other securities	—	—	$180K	0.3%
Fidelity Management Trust Co. Fidelity Freedom 2015 Fund Class K6	Mutual Funds	—	—	$55K	<0.1%
Principal Mutual Funds Principal Diversified Real Asset Fund Institutional Class	Other securities	—	—	$31K	<0.1%
Fidelity Management Trust Co. Fidelity Freedom Income Fund Class K6	Mutual Funds	—	—	$16K	<0.1%