Plan Snapshot
- Plan Sponsor: Harley-Davidson Motor Company, INC.
- Sponsor EIN: 391972791
- Sponsor Address: 3700 WEST JUNEAU AVENUE, MILWAUKEE, WI, 532010653
- Plan Type: Health & Welfare
- Plan Number: 514
- Total Participants: 1,481
- Total Assets: $6.4M
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 | 1,481 | $6.4M | $4.4M | $0 |
| 2023 | 1,425 | $6.2M | $4.1M | $0 |
| 2022 | 1,738 | $5.5M | $4.7M | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,892 | — | $2,892 | — | — |
| 2023 | $13,453 | — | $13,453 | — | — |
| 2022 | $19,909 | — | $19,909 | — | — |