Plan Snapshot
- Plan Sponsor: Harley-Davidson Motor Company, INC
- Sponsor EIN: 391972791
- Sponsor Address: P.O. BOX 653, MILWAUKEE, WI, 532010653
- Plan Type: DB
- Total Participants: 1,160
- Total Assets: $1.9B
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 | 1,160 | $1.9B | $0 | $0 |
| 2023 | 1,414 | $1.9B | $0 | $0 |
| 2022 | 1,560 | $1.8B | $0 | $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 |
|---|---|---|---|---|
| TOWERS WATSON | Other Service Provider | $1,148,423 | — | $1,148,423 |
| PACIFIC INVESTMENT MNGMT | Other Service Provider | $583,892 | — | $583,892 |
| LOOMIS SAYLES COGENEVA | Other Service Provider | $518,869 | — | $518,869 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $406,089 | — | $406,089 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $332,087 | — | $332,087 |
| METLIFE INVESTMENT MANAGEMENT | Other Service Provider | $317,532 | — | $317,532 |
| ROBERT W. BAIRD | Other Service Provider | $284,838 | — | $284,838 |
| EARNEST PARTNERS | Other Service Provider | $240,596 | — | $240,596 |
| MERCER HUMAN RESOURCE CONSULTING | Other Service Provider | $170,000 | — | $170,000 |
| THOMPSON SIEGEL & WALMSLEY | Other Service Provider | $89,269 | — | $89,269 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $83,314 | — | $83,314 |
| GENEVA CAPITAL MANAGEMENT LTD | Other Service Provider | $73,499 | — | $73,499 |
| WEATHERBIE CAPITAL LLC | Other Service Provider | $67,219 | — | $67,219 |
| RHUMBLINE | Other Service Provider | $40,370 | — | $40,370 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,355,997
- Estimated Expense Ratio: 0.235% 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 | $5,623,959 | $2,803,486 | — | — | — |
| 2023 | $5,793,692 | $3,607,088 | — | — | — |
| 2022 | $6,300,974 | $3,852,558 | — | — | $1,241,215 |