Back to filter
Original filing (PDF)20251013174736NAL0002511408001
NORMAN'S NURSERY, INC.
Form 5500
FILING_RECEIVED
NORMAN'S NURSERY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
257
Accounts w/ balance
155
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORMAN'S NURSERY, INC..
Plan sponsor
Name
NORMAN'S NURSERY, INC.
EIN
95-1669764
Address
8665 E. DUARTE ROAD · SAN GABRIEL, CA · 91775
Phone
(626) 237-0642
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
LYNN JANZEN, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NY LIFE ANCHOR ACCOUNT SERIES CL 0 RELIANCE TRUST COMPANY · EIN 46-6250416 / PN 001 | Common Collective Trust | $0 | <0.1% |
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
GILROY YOUNG PLANTS INC
GILROY YOUNG PLANTS, INC 401(K) PLAN
$6.7M · 9 participants
ARIS HORTICULTURE, INC.
ARIS HORTICULTURE INC. THIRD AMENDED AND RESTATED TAX DEFERRED PLAN AND TRUST
$6.7M · 140 participants
KAWAHARA NURSERY, INC.
KAWAHARA NURSERY , INC. 401(K) PLAN
$6.7M · 322 participants
CHESAPEAKE NURSERIES, INC.
CHESAPEAKE NURSERIES, INC. 401(K) PROFIT SHARING PLAN
$6.5M · 49 participants
PUBLICRELAY, INC.
PUBLICRELAY INC 401K PLAN
$6.8M · 57 participants
SUNRIDGE NURSERIES, INC.
SUNRIDGE NURSERIES, INC. 401(K) PLAN
$6.8M · 157 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
