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Original filing (PDF)20251015162526NAL0010624738001
NATIONAL PRODUCTS, INC.
Form 5500
FILING_RECEIVED
NATIONAL PRODUCTS, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
316
Accounts w/ balance
216
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL PRODUCTS, INC..
Plan sponsor
Name
NATIONAL PRODUCTS, INC.
EIN
91-1512047
Address
8410 DALLAS AVENUE SOUTH · SEATTLE, WA · 98108
Phone
(206) 763-8361
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SHANNON & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER, INC. | 91-1072394 | — | THIRD PARTY ADMINISTRATO | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
26 direct securities · 1 pooled fund· $16.6M(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.
Uncategorized
$8.4M
26 holdings
Pooled Separate Account
$8.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSACHUSETTS MUTUAL LIFE INS CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $8.1M | 94.6% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $1.3M | 14.9% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $784K | 9.1% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $750K | 8.7% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 ** 146 * American Funds 2010 Target Date Retirement Fund Class R-6 ** 128 * Vanguard 500 Index Fund Admiral Shares | — | — | — | $743K | 8.6% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $685K | 8.0% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $588K | 6.8% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $568K | 6.6% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $545K | 6.3% | |
| Fixed Account | — | — | — | $262K | 3.0% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $255K | 3.0% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | — | $248K | 2.9% | |
| iShares MSCI EAFE International Index Fund Class K | — | — | — | $199K | 2.3% | |
| through 2029 -0- | — | — | — | $189K | 2.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $171K | 2.0% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $162K | 1.9% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $129K | 1.5% | |
| Invesco Global Opportunities Fund Class R6 ** 570 * Vanguard Value Index Fund Admiral Shares | — | — | — | $128K | 1.5% | |
| BlackRock Total Return Fund Class K Shares | — | — | — | $125K | 1.4% | |
| Eaton Vance Income Fund of Boston Class R6 | — | — | — | $114K | 1.3% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $101K | 1.2% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $95K | 1.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $83K | 1.0% | |
| American Funds New World Fund Class R-6 | — | — | — | $80K | 0.9% | |
| Templeton Foreign Fund Class R6 | — | — | — | $77K | 0.9% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $62K | 0.7% | |
| American Funds American Balanced Fund R6 | — | — | — | $2K | <0.1% |