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Original filing (PDF)20251104050436NAL0006358707001
HOLLEY PERFORMANCE PRODUCTS, INC
Form 5500
FILING_RECEIVED
HOLLEY PERFORMANCE PRODUCTS, INC RETIREMENT ACCUMULATION PLAN
401(k) retirement plan
Active participants
1,324
Accounts w/ balance
1,827
Plan assets (EOY)
$83.2M
Net assets (EOY)
$83.2M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 109% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLLEY PERFORMANCE PRODUCTS, INC.
Plan sponsor
Name
HOLLEY PERFORMANCE PRODUCTS, INC
EIN
61-1291482
Address
2445 NASHVILLE ROAD · STE B1 · BOWLING GREEN, KY · 42101
Phone
(270) 253-6423
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR RIGGS & INGRAM LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $50K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $228K | — |
Investments
34 direct securities· $81.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $10.0M | 12.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $9.3M | 11.2% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $8.3M | 10.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $6.5M | 7.8% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $6.1M | 7.3% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $5.3M | 6.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $4.1M | 5.0% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $3.9M | 4.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $3.5M | 4.2% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $3.3M | 4.0% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $3.2M | 3.9% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $2.0M | 2.4% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $1.9M | 2.3% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $1.9M | 2.3% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $1.7M | 2.1% | |
| ISHARES MSCI TOTAL INTL IDX I | Registered Investment Companies | — | — | $1.7M | 2.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.6M | 1.9% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $1.4M | 1.6% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $1.1M | 1.3% | |
| HARTFORD TR BOND FUND R6 | Registered Investment Companies | — | — | $555K | 0.7% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $538K | 0.6% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $526K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $415K | 0.5% | |
| FRANKLIN GLD & PREC METAL R6 | Registered Investment Companies | — | — | $413K | 0.5% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $396K | 0.5% | |
| AMF NEW ECON R6 | Registered Investment Companies | — | — | $394K | 0.5% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $380K | 0.5% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $340K | 0.4% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $322K | 0.4% | |
| EMPOWER CONSERV PROFILE INST | Registered Investment Companies | — | — | $175K | 0.2% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $173K | 0.2% | |
| JPMORGAN INCOME R6 | Registered Investment Companies | — | — | $151K | 0.2% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $141K | 0.2% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $46K | <0.1% |