Plan Snapshot
- Plan Sponsor: Holley Performance Products, INC
- Sponsor EIN: 611291482
- Sponsor Address: 2445 NASHVILLE ROAD, BOWLING GREEN, KY, 42101
- Plan Type: 401(k)
- Total Participants: 1,324
- Total Assets: $83.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,324 | $83.2M | $1.2M | $4.9M |
| 2023 | 1,468 | $82.6M | $3.1M | $5.1M |
| 2022 | 1,484 | $74.2M | $2.4M | $5.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $228,247 | — | $228,247 |
| ADP, INC. | RECORD KEEPER | $49,514 | — | $49,514 |
| CARR RIGGS & INGRAM LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $277,761
- Estimated Expense Ratio: 0.334% 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 | $277,761 | $228,247 | — | — | — |
| 2023 | $254,460 | $206,919 | — | — | — |
| 2022 | $247,861 | — | — | — | — |