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Original filing (PDF)20251015122217NAL0009559554001
EDELBROCK COMP PARENT INC.
Form 5500
FILING_RECEIVED
EDELBROCK GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
437
Accounts w/ balance
613
Plan assets (EOY)
$43.1M
Net assets (EOY)
$43.1M
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 (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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDELBROCK COMP PARENT INC..
Plan sponsor
Name
EDELBROCK COMP PARENT INC.
EIN
84-4040643
Address
8649 HACKS CROSS RD · OLIVE BRANCH, MS · 38654
Phone
(310) 781-2222
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
Audit & trust (Schedule H)
Auditor
HENDERSON, HUTCHERSON & MCCULLOUGH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $85K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP | — | MEMPHIS, TN | THIRD PARTY ADMINSTRATOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | INVESTMENT AD VISORY - PL | $50K | — |
Investments
32 direct securities· $41.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Alliance Bernstein Large Cap Growth Z | — | — | — | $6.6M | 15.4% | |
| Fidelity 500 Index | — | — | — | $4.6M | 10.7% | |
| Transamerica Stable Value Strategy Account | — | — | — | $3.3M | 7.6% | |
| Columbia Dividend Income | — | — | — | $3.1M | 7.2% | |
| American Funds American Balanced | — | — | — | $3.0M | 7.0% | |
| JP Morgan Mid Cap Growth | — | — | — | $3.0M | 6.9% | |
| PIMCO Income Instl | — | — | — | $2.7M | 6.2% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $1.3M | 2.9% | |
| Allspring Special Sm Cap Value | — | — | — | $1.2M | 2.9% | |
| Alliance Bernstein Small Cap Growth Z | — | — | — | $1.2M | 2.8% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $1.1M | 2.5% | |
| Fidelity Advisor Total Bond | — | — | — | $1.0M | 2.4% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $905K | 2.1% | |
| BlackRock Global Allocation | — | — | — | $849K | 2.0% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $710K | 1.6% | |
| American Funds EuroPacific Gr | — | — | — | $698K | 1.6% | |
| Vanguard Interm - Term Bond Index | — | — | — | $669K | 1.6% | |
| Vanguard Total Intl Stock Index | — | — | — | $643K | 1.5% | |
| Vanguard International Value | — | — | — | $634K | 1.5% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $596K | 1.4% | |
| American Funds New World | — | — | — | $528K | 1.2% | |
| Fidelity Mid Cap Index | — | — | — | $514K | 1.2% | |
| Vanguard Target Retirement 2070 Inv ** 233 Vanguard Target Retirement Income Inv | — | — | — | $513K | 1.2% | |
| Principal Real Estate Securities | — | — | — | $467K | 1.1% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $418K | 1.0% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $320K | 0.7% | |
| Fidelity Small Cap Index | — | — | — | $247K | 0.6% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $168K | 0.4% | |
| Vanguard Cash Reserves Federal Money Market Adm | — | — | — | $75K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $73K | 0.2% | |
| Allspring Special Mid Cap Value | — | — | — | $57K | 0.1% | |
| State Street Bank and Trust Interest Bearing Cash | — | — | — | $5K | <0.1% |
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