How big is IOP Edelbrock Holdings, Inc.'s plan?

IOP Edelbrock Holdings, Inc.'s plan reported $35.5M in assets and 787 participants for 2022.

Original filing (PDF)20231026173148NAL0005110771001

IOP Edelbrock Holdings, Inc.

Name: IOP Edelbrock Holdings, Inc. — Edelbrock Group, Form 5500 (2022)
Creator: IOP Edelbrock Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Edelbrock Group 401(k) Retirement Plan

401(k) retirement plan · IOP Edelbrock Holdings, Inc.'s Edelbrock Group 401(k) Retirement Plan held $35.5M in plan assets for 787 participants in 2022, with Transamerica as recordkeeper.

Active participants

787

Accounts w/ balance

661

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

People on this filing

Michael Douglas signed IOP Edelbrock Holdings, Inc.'s 2022 Form 5500 as plan administrator.

Michael Douglas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

IOP Edelbrock Holdings, Inc.'s EIN is 27-2772208.

EIN 27-2772208

Plan number 001

Plan year 2022

ACK ID 20231026173148NAL0005110771001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for IOP Edelbrock Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

IOP Edelbrock Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IOP EDELBROCK HOLDINGS, INC..

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

IOP EDELBROCK HOLDINGS, INC.

EIN

all filings

Address

8649 HACKS CROSS RD · OLIVE BRANCH, MS · 38654

Phone

(310) 781-2222

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$124K	—
BURLEIGH CONSULTING GROUP	62-0842964	—	RECORDKEEPER	$7K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

33 direct securities· $34.5M(97% of reported assets)

Mutual Funds

$15.1M

23 holdings

Other securities

$12.8M

8 holdings

Stable Value

$4.0M

1 holding

Common Collective Trusts

$2.7M

1 holding

					% of plan
Alliance Bernstein Large Cap Growth Z	Other securities	—	—	$4.5M	12.7%
Transamerica Stable Value Strategy Account	Stable Value	—	—	$4.0M	11.1%
American Funds American Balanced R6	Mutual Funds	—	—	$2.9M	8.3%
PIMCO Income Instl	Mutual Funds	—	—	$2.8M	8.0%
Fidelity 500 Index	Common Collective Trusts	—	—	$2.7M	7.5%
JP Morgan Mid Cap Growth R6	Other securities	—	—	$2.6M	7.4%
Columbia Dividend Income Instl3	Other securities	—	—	$2.6M	7.2%
Allspring Special Sm Cap Value R6	Other securities	—	—	$1.1M	3.1%
Fidelity Advisor Total Bond Z	Mutual Funds	—	—	$1.0M	2.9%
Fidelity Freedom Index 2025 Instl Prem	Mutual Funds	—	—	$983K	2.8%
Alliance Bernstein Small Cap Growth Z	Other securities	—	—	$927K	2.6%
Fidelity Freedom Index 2030 Instl Prem	Mutual Funds	—	—	$829K	2.3%
Fidelity Freedom Index 2035 Instl Prem	Mutual Funds	—	—	$737K	2.1%
American Funds EuroPacific Gr R6	Mutual Funds	—	—	$700K	2.0%
Vanguard Interm-Term Bond Index Adm	Mutual Funds	—	—	$697K	2.0%
BlackRock Global Allocation K	Other securities	—	—	$676K	1.9%
Vanguard Inernational Value Inv	Mutual Funds	—	—	$643K	1.8%
Fidelity Freedom Index 2045 Instl Prem	Mutual Funds	—	—	$628K	1.8%
Fidelity Freedom Index 2040 Instl Prem	Mutual Funds	—	—	$582K	1.6%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$582K	1.6%
American Funds New World R6	Mutual Funds	—	—	$512K	1.4%
Fidelity Freedom Index 2020 Instl Prem	Mutual Funds	—	—	$477K	1.3%
Principal Real Estate Securities R6	Other securities	—	—	$429K	1.2%
Fidelity Freedom Index 2015 Instl Prem	Mutual Funds	—	—	$362K	1.0%
Fidelity Small Cap Index	Mutual Funds	—	—	$158K	0.4%
Fidelity Mid Cap Index	Mutual Funds	—	—	$112K	0.3%
Fidelity Freedom Index 2050 Instl Prem	Mutual Funds	—	—	$100K	0.3%
Fidelity Freedom Index 2055 Instl Prem	Mutual Funds	—	—	$68K	0.2%
Fidelity Freedom Index 2060 Instl Prem	Mutual Funds	—	—	$40K	0.1%
Fidelity Freedom Index 2010 Instl Prem	Mutual Funds	—	—	$32K	<0.1%
Fidelity Freedom Index 2065 Instl Prem	Mutual Funds	—	—	$27K	<0.1%
Fidelity Freedom Index Inc Instl Prem	Mutual Funds	—	—	$25K	<0.1%
Allspring Special Mid Cap Value R6	Other securities	—	—	$16K	<0.1%