Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Nature’s Sunshine Products
Nature’s Sunshine Products 401(k)
- NATR Nasdaq
- Wholesale trade
- Lehi, UT
- EIN 87-0327982
- 1 plan with Schedule H financials
- Plan year 2024
- Nature’s Sunshine Products, Inc.
- filed as Nature's Sunshine Products, Inc.
- SEC registrant Natures Sunshine Products Inc
Administrative expenses excluding investment management, per participant · Nature's Sunshine Products, Inc. Tax Deferred Retirement Plan · plan year 2024
$271.33
Higher than 92% of the 8,758 plans $50 to 250M that report it.
Source
= $168,770 / 622
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926122239NAL0010833424001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926122239NAL0010833424001, received 2025-09-26
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-26.
Cost and contributions
Administrative expenses per participant
$271.33
Higher than 83% of the 9,042 plans $50 to 250M that report it.
Source
= $168,770 / 622
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926122239NAL0010833424001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926122239NAL0010833424001, received 2025-09-26
Administrative expenses as a share of assets
0.228%
Higher than 75% of the 9,049 plans $50 to 250M that report it.
Source
= $168,770 / $74,168,015
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926122239NAL0010833424001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926122239NAL0010833424001, received 2025-09-26
Employer contributions per participant
$1,888
Higher than 30% of the 9,105 plans $50 to 250M that report it.
Source
= $1,174,175 / 622
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926122239NAL0010833424001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926122239NAL0010833424001, received 2025-09-26
Employer share of total contributions
25.8%
Higher than 37% of the 9,112 plans $50 to 250M that report it.
Source
= $1,174,175 / $4,556,616
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926122239NAL0010833424001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926122239NAL0010833424001, received 2025-09-26
Plan terms, as stated in Nature’s Sunshine Products, Inc.'s SEC filings
Plan terms are described in Nature’s Sunshine Products, Inc.'s SEC filings: Form 11-K filed 2014-06-30 and Form 10-K filed 2026-03-10. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926122239NAL0010833424001, received 2025-09-26
Full record, Nature's Sunshine Products, Inc. Tax Deferred Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | NATURE'S SUNSHINE PRODUCTS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Plan name | NATURE'S SUNSHINE PRODUCTS, INC. TAX DEFERRED RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Sponsor EIN / plan number | 87-0327982 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Sponsor location | LEHI, UT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Industry (business code) | 424990, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Filing received | 2025-09-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Participants, beginning of year | 659 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Active participants | 422 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Participants, end of year | 634 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Participants with an account balance | 622 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Total assets, beginning of year | $68,358,520 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Total assets, end of year | $74,168,015 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Net assets, end of year | $74,168,015 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Total income | $12,820,214 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Net income | $5,809,495 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Employer contributions | $1,174,175 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Participant contributions | $2,909,951 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Other contributions (incl. rollovers) | $472,490 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Total contributions | $4,556,616 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Benefit payments | $6,841,949 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Total expenses (incl. benefit payments) | $7,010,719 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Total administrative expenses | $168,770 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Contract administrator fees | $168,770 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Administrative expenses excluding investment management | $168,770 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Held in common/collective trusts | $55,160,470 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Held in mutual funds | $16,011,932 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926122239NAL0010833424001, received 2025-09-26 |
| Independent auditor | TANNER LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926122239NAL0010833424001, received 2025-09-26 |
Position = column in the DOL layout for form year 2024. Filing 20250926122239NAL0010833424001, received 2025-09-26.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 50 Direct payment from the plan; 64 Recordkeeping fees | $168,770 | yes |
| RAYMOND JAMES FIN SVCS ADVISORS | INVESTMENT ADVISORY | 27 Investment advisory (plan); 99 Other fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250926122239NAL0010833424001, received 2025-09-26.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $68,358,520 | $74,168,015 | 8.5% |
| Participants with a balance | 647 | 622 | -3.9% |
| Administrative expenses | $142,557 | $168,770 | 18.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,009,263 | $1,174,175 | 16.3% |
Prior filing 20240924132243NAL0023824882001, received 2024-09-24; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: NATURE'S SUNSHINE PRODUCTS, INC.; SEC registrant: NATURES SUNSHINE PRODUCTS INC (CIK 275053, matched by EIN; display name from the Form 10-K cover).