Plan Snapshot
- Plan Sponsor: Harley-Davidson Motor Company, INC.
- Sponsor EIN: 391972791
- Sponsor Address: 3700 W. JUNEAU AVENUE, MILWAUKEE, WI, 532010653
- Plan Type: 401(k)
- Plan Number: 508
- Total Participants: 3,228
- Total Assets: $239.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,228 | $239.2M | $0 | $506,888 |
| 2023 | 3,104 | $220.1M | $0 | $1.8M |
| 2022 | 3,178 | $201.4M | $0 | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JOHNSTON ASSET MANAGEMENT | Other Service Provider | $184,186 | — | $184,186 |
| UNITED HEALTHCARE | Other Service Provider | $108,375 | — | $108,375 |
| TOWERS WATSON DELAWARE, INC. | Recordkeeper | $100,723 | — | $100,723 |
| THOMPSON, SIEGEL & WALMSEY | Other Service Provider | $66,455 | — | $66,455 |
| GENEVA CAPITAL MANAGEMENT, LTD. | Other Service Provider | $61,794 | — | $61,794 |
| BMO HARRIS BANK | Other Service Provider | $57,728 | — | $57,728 |
| NHIT CREDIT ASSET TRUST | Other Service Provider | $39,924 | — | $39,924 |
| CROW HOLDINGS REALTY PARTNER VIII-A | Other Service Provider | $33,267 | — | $33,267 |
| IR&M CORE BOND FUND II LLC | Other Service Provider | $31,912 | — | $31,912 |
| MERCER HUMAN RESOURCE CONSULTING | Other Service Provider | $20,000 | — | $20,000 |
| SILVERCREST ASSET MANAGEMENT | Other Service Provider | $17,591 | — | $17,591 |
| RHUMBLINE ADVISERS | Other Service Provider | $13,350 | — | $13,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELAWARE, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $735,305
- Estimated Expense Ratio: 0.307% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $760,138 | $651,763 | $108,375 | — | — |
| 2023 | $789,238 | $644,516 | $144,722 | — | — |
| 2022 | $867,665 | $698,437 | $169,228 | — | — |