# Holley Performance Products, INC 401(k) Plan
Source: https://planprovider.pro/companies/holley-performance-products-inc-401k-plan

> Holley Performance Products, INC's 401(k) plan: 1,324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

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