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Original filing (PDF)20251009110416NAL0003842179001
NUTRACEUTICAL CORPORATION
Form 5500
FILING_RECEIVED
BETTER BEING CO. RETIREMENT PLAN
401(k) retirement plan
Active participants
869
Accounts w/ balance
739
Plan assets (EOY)
$63.4M
Net assets (EOY)
$63.4M
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 (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUTRACEUTICAL CORPORATION.
Plan sponsor
Name
NUTRACEUTICAL CORPORATION
EIN
87-0533341
Address
580 W 300 N · OGDEN, UT · 84404
Phone
(801) 334-1500
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
2025-10-09
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)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| 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.
Uncategorized
$63.4M
31 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Capital Group American Funds New World Class R-6 | — | — | — | $12.8M | 20.1% | |
| Fidelity Management Trust Co. Fidelity 500 Index | — | — | — | $8.6M | 13.6% | |
| Victory Capital Victory Sycamore Established Value Fund Class R6 | — | — | — | $5.4M | 8.5% | |
| Fidelity Management Trust Co. Fidelity Select Medical Technology & Devices | — | — | — | $4.4M | 7.0% | |
| Fidelity Management Trust Co. Fidelity Freedom 2035 Fund Class K6 | — | — | — | $3.8M | 5.9% | |
| Fidelity Management Trust Co. Fidelity Freedom 2040 Fund Class K6 | — | — | — | $2.8M | 4.5% | |
| Natixis Funds Trust Loomis Sayles Core Plus Bond Fund Class N | — | — | — | $2.7M | 4.2% | |
| Fidelity Management Trust Co. Fidelity Freedom 2045 Fund Class K6 | — | — | — | $2.6M | 4.1% | |
| Fidelity Management Trust Co. Fidelity Freedom 2030 Fund Class K6 | — | — | — | $2.4M | 3.8% | |
| SEI Trust Company Galliard Stable Return Fund C | — | — | — | $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 | — | — | — | $2.2M | 3.4% | |
| Capital Group American Funds Washington Mutual Investors Fund Class R-6 | — | — | — | $2.0M | 3.2% | |
| Janus Investment Fund Fidelity Small Cap Index | — | — | — | $1.8M | 2.8% | |
| Fidelity Management Trust Co. Fidelity Freedom 2025 Fund Class K6 | — | — | — | $1.4M | 2.2% | |
| Fidelity Management Trust Co. Fidelity Freedom 2055 Fund Class K6 | — | — | — | $1.1M | 1.8% | |
| Fidelity Management Trust Co. Fidelity Freedom 2020 Fund Class K6 | — | — | — | $844K | 1.3% | |
| Fidelity Management Trust Co. Fidelity Freedom 2060 Fund Class K6 | — | — | — | $836K | 1.3% | |
| Capital Group American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $785K | 1.2% | |
| August 2034 -0- | — | — | — | $774K | 1.2% | |
| Eagle Asset Management Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $704K | 1.1% | |
| Janus Investment Fund Fidelity Mid Cap Index | — | — | — | $661K | 1.0% | |
| JP Morgan Asset Management Undiscovered Managers Behavioral Value Fund Class R6 | — | — | — | $656K | 1.0% | |
| Fidelity Management Trust Co. Fidelity Freedom 2065 Fund Class K6 | — | — | — | $475K | 0.7% | |
| Janus Investment Fund Janus Henderson Triton Fund Class T | — | — | — | $417K | 0.7% | |
| Fidelity Management Trust Co. Fidelity Freedom 2010 Fund Class K6 | — | — | — | $274K | 0.4% | |
| MFS Series Trust MFS International Diversification Fund Class R6 | — | — | — | $273K | 0.4% | |
| Janus Investment Fund Fidelity Large Cap Index | — | — | — | $188K | 0.3% | |
| Principal Mutual Funds Principal Real Estate Securities Fund Institutional Class | — | — | — | $180K | 0.3% | |
| Fidelity Management Trust Co. Fidelity Freedom 2015 Fund Class K6 | — | — | — | $55K | <0.1% | |
| Principal Mutual Funds Principal Diversified Real Asset Fund Institutional Class | — | — | — | $31K | <0.1% | |
| Fidelity Management Trust Co. Fidelity Freedom Income Fund Class K6 | — | — | — | $16K | <0.1% |
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