# Highly Marelli Usa 401(k) Plan
Source: https://planprovider.pro/companies/highly-marelli-usa-401k-plan

> Highly Marelli Usa's 401(k) plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Highly Marelli Usa

- **Sponsor EIN:** 844613141

- **Sponsor Address:** 305 STANLEY BOULEVARD, SHELBYVILLE, TN, 37160

- **Plan Type:** 401(k)

- **Total Participants:** 273

- **Total Assets:** $23.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|273|$23.3M|$553,429|$804,600|

| 2023|297|$20.9M|$577,582|$880,916|

| 2022|327|$18.5M|$616,336|$942,950|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,354|—|$11,354|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$10,540|—|$10,540|

| MORGANSTANLEYSMITHBARNEYLLC|INVESTMENT ADVISOR|$8,722|—|$8,722|

| WALTERS & ASSOCIATES, CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGANSTANLEYSMITHBARNEYLLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,616

- **Estimated Expense Ratio:** 0.131% 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|$30,616|$11,354|—|—|—|

| 2023|$29,762|$16,518|—|—|—|

| 2022|$13,283|$1,076|—|—|—|

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