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Original filing (PDF)20240718124608NAL0011807826001
HARLEY-DAVIDSON MOTOR COMPANY GROUP, LLC
Form 5500
FILING_RECEIVED
HARLEY-DAVIDSON RET SVGS PLAN FOR MILW & TOMAHAWK HRLY BARG UNIT EES
401(k) retirement plan
Active participants
1,091
Accounts w/ balance
1,348
Plan assets (EOY)
$180.9M
Net assets (EOY)
$180.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARLEY-DAVIDSON MOTOR COMPANY GROUP, LLC.
Plan sponsor
Name
HARLEY-DAVIDSON MOTOR COMPANY GROUP, LLC
EIN
39-1805420
Address
3700 WEST JUNEAU AVENUE · MILWAUKEE, WI · 53208
Phone
(800) 774-4749
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-18
Pension benefit codes
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3I · Requires investment in employer securities
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $88K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | CONSULTANT | $15K | — |
Investments
1 pooled fund· $178.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HARLEY-DAVIDSON RET SVGS PLAN MT HARLEY-DAVIDSON MOTOR COMPANY GROUP, LLC · EIN 04-6775071 / PN 001 | Master Trust | $178.6M | 98.7% |