Plan Ledger DOL Form 5500 · updated monthly

Holley Performance Products, Inc401(k)

HOLLEY PERFORMANCE PRODUCTS, INC RETIREMENT ACCUMULATION PLAN · BOWLING GREEN, KY · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Holley Performance Products, Inc reported $277,761 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $920 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 101st-largest of 871 plans among Kentucky employers on file, and the 2,180th of 13,661 in manufacturing. In 2024, employees put in $3.98 for every $1.00 the employer contributed; active participation has shrunk from 1,484 to 1,324 since 2022.

Plan summary
Net assets, end of year$83,222,887
Participants with balances1,827
Active participants1,324
Employer contributions$1,218,171
Employee contributions$4,851,829
Employer contribution per active participant$920
Average account balance$45,552
Benefits paid to participants$16,230,590
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$83.2M · 1,827 accts · $1.2M emplr
2023$82.6M · 1,965 accts · $3.1M emplr
2022$74.2M · 1,858 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,514
Investment management$228,247
Total administrative$277,761
The Holley Performance Products, Inc 401(k) match · 2024
Employer contribution per active participant$920
Median for plans this size$3,635
2024$920 per active participant
2023$2,142 per active participant
2022$1,584 per active participant

Holley Performance Products, Inc's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$228,247
ADP, INC. · Loan processing · Recordkeeping$49,514
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP, Morgan Stanley

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$277,761 · 0.33%
2023$254,460 · 0.32%
2022$247,861 · 0.32%
Same employer
Similar plansManufacturing · Kentucky
Zeon Chemicals L. P. KY$91.0M · 0.07%
Toyotetsu America, Inc. KY$89.9M · 0.29%
Inoac USA, Inc. KY$89.2M · 0.28%
Mubea, Inc. KY$87.7M · 0.13%
C. C. Clark, Inc. KY$73.6M · 0.13%
Sypris Solutions, Inc. KY$70.5M · 0.17%
Carl Zeiss Vision Inc. KY$70.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611291482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.