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Recordkeeping fees per participant · Holley Performance Products, Inc Retirement Accumulation Plan · plan year 2024
$27.10
Higher than 23% of the 5,847 plans $50 to 250M that report it.
= $49,514 / 1,827
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251104050436NAL0006358707001, received 2025-11-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104050436NAL0006358707001, received 2025-11-04
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-11-04.
Administrative expenses excluding investment management, per participant
$27.10
Higher than 15% of the 8,758 plans $50 to 250M that report it.
= $49,514 / 1,827
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251104050436NAL0006358707001, received 2025-11-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104050436NAL0006358707001, received 2025-11-04
Administrative expenses per participant
$152.03
Higher than 58% of the 9,042 plans $50 to 250M that report it.
= $277,761 / 1,827
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251104050436NAL0006358707001, received 2025-11-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104050436NAL0006358707001, received 2025-11-04
Administrative expenses as a share of assets
0.334%
Higher than 91% of the 9,049 plans $50 to 250M that report it.
= $277,761 / $83,222,887
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251104050436NAL0006358707001, received 2025-11-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251104050436NAL0006358707001, received 2025-11-04
Employer contributions per participant
$667
Higher than 6% of the 9,105 plans $50 to 250M that report it.
= $1,218,171 / 1,827
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251104050436NAL0006358707001, received 2025-11-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104050436NAL0006358707001, received 2025-11-04
Employer share of total contributions
19.0%
Higher than 16% of the 9,112 plans $50 to 250M that report it.
= $1,218,171 / $6,413,156
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251104050436NAL0006358707001, received 2025-11-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251104050436NAL0006358707001, received 2025-11-04
Plan terms are described in Holley Performance Products, Inc's SEC filings: Form 10-K filed 2003-04-01. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251104050436NAL0006358707001, received 2025-11-04
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HOLLEY PERFORMANCE PRODUCTS, INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Plan name | HOLLEY PERFORMANCE PRODUCTS, INC RETIREMENT ACCUMULATION PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Sponsor EIN / plan number | 61-1291482 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Sponsor location | BOWLING GREEN, KY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Industry (business code) | 336300, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Filing received | 2025-11-04 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Participants, beginning of year | 2,070 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Active participants | 1,324 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Participants, end of year | 1,892 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Participants with an account balance | 1,827 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Total assets, beginning of year | $82,637,050 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Total assets, end of year | $83,222,887 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Net assets, end of year | $83,222,887 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Total income | $17,194,310 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Net income | $585,837 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Employer contributions | $1,218,171 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Participant contributions | $4,851,829 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Other contributions (incl. rollovers) | $343,156 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Total contributions | $6,413,156 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Benefit payments | $16,230,590 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Total expenses (incl. benefit payments) | $16,608,473 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Total administrative expenses | $277,761 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Recordkeeping fees | $49,514 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Investment advisory and management fees | $228,247 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Administrative expenses excluding investment management | $49,514 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Held in mutual funds | $81,624,378 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251104050436NAL0006358707001, received 2025-11-04 |
| Independent auditor | CARR RIGGS & INGRAM LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251104050436NAL0006358707001, received 2025-11-04 |
Position = column in the DOL layout for form year 2024. Filing 20251104050436NAL0006358707001, received 2025-11-04.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEYrecordkeeper | INVESTMENT/FINANCIAL ADVI | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 49 Other services; 50 Direct payment from the plan; 64 Recordkeeping fees; 99 Other fees | $228,247 | no |
| ADP, INC.recordkeeper | RECORD KEEPER | 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees | $49,514 | yes |
| ADP BROKER-DEALERrecordkeeper | RECORD KEEPER | 60 Sub-transfer agency fees; 59 Shareholder servicing fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251104050436NAL0006358707001, received 2025-11-04.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $82,637,050 | $83,222,887 | 0.7% |
| Participants with a balance | 1,965 | 1,827 | -7.0% |
| Administrative expenses | $254,460 | $277,761 | 9.2% |
| Recordkeeping fees per participant | $24.19 | $27.10 | 12.0% |
| Employer contributions | $3,144,942 | $1,218,171 | -61.3% |
Prior filing 20241015162151NAL0016867363001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: HOLLEY PERFORMANCE PRODUCTS, INC; SEC registrant: HOLLEY PERFORMANCE PRODUCTS INC (CIK 1096536, matched by EIN).