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Original filing (PDF)20251209140245NAL0003813122001
HARLEY-DAVIDSON MOTOR COMPANY, INC.
Form 5500
FILING_RECEIVED
HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
401(k) retirement plan
Signals · 2
Late filing · 0.8 mo99% in single holding
Active participants
2,650
Accounts w/ balance
3,947
Plan assets (EOY)
$967.0M
Net assets (EOY)
$967.0M
How this plan invests
This plan
1 pooled trust
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
97
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
- Top holding "Interest Held in Master Trust Various (includes Registered" is 99% of plan.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARLEY-DAVIDSON MOTOR COMPANY, INC..
Plan sponsor
Name
HARLEY-DAVIDSON MOTOR COMPANY, INC.
EIN
39-1972791
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-09
Pension benefit codes
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
3I · Requires investment in employer securities
2F · ERISA section 404(c)
3F · Sponsor used leased employees
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
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 | $193K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | CONSULTANT | $43K | — |
Investments
5 direct securities · 1 pooled fund· $1.9B(100% 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.
Uncategorized
$963.1M
5 holdings
Master Trust
$951.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest Held in Master Trust Various (includes Registered | — | — | — | $951.8M | 98.4% | |
| HARLEY-DAVIDSON RET SVGS PLAN MT HARLEY-DAVIDSON MOTOR COMPANY, INC. · EIN 04-6775071 / PN 001 | Master Trust | — | — | $951.8M | 98.4% | |
| No. 002) dates through 2034, collateralized by Various participants* applicable participants’ account balances | — | — | — | $3.9M | 0.4% | |
| Participant Loans Participant Loans | — | — | — | $3.9M | 0.4% | |
| Hourly Bargaining Unit Employees dates through 2034, collateralized by (Plan No. 005) applicable participants’ account Various participants* balances | — | — | — | $2.1M | 0.2% | |
| Unit Employees (Plan No. 008) dates through 2030, collateralized by Various participants* applicable participants’ account balances | — | — | — | $1.4M | 0.1% |