Back to filter
Original filing (PDF)20251014205434NAL0001810627001
HIGHLY MARELLI USA
Form 5500
FILING_RECEIVED
HIGHLY MARELLI USA 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
273
Accounts w/ balance
306
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHLY MARELLI USA.
Plan sponsor
Name
HIGHLY MARELLI USA
EIN
84-4613141
Address
305 STANLEY BOULEVARD · SHELBYVILLE, TN · 37160
Phone
(248) 848-4873
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
2025-10-14
Pension benefit codes
3F · Sponsor used leased employees
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WALTERS & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $9K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
27 direct securities · 1 pooled fund· $23.3M(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
$22.8M
27 holdings
Pooled Separate Account
$518K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2030 Retirement Fund R6 Mutual fund | — | — | — | $3.9M | 16.7% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $3.2M | 13.7% | |
| American Funds Target Date 2035 Retirement Fund R6 Mutual fund | — | — | — | $2.9M | 12.6% | |
| American Funds Growth Fund of America R6 Mutual fund | — | — | — | $1.8M | 7.6% | |
| American Funds Target Date 2045 Retirement Fund R6 Mutual fund | — | — | — | $1.7M | 7.2% | |
| American Funds Target Date 2015 Retirement Fund R6 Mutual fund ** 1 American Funds Target Date 2025 Retirement Fund R6 Mutual fund | — | — | — | $1.3M | 5.5% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual fund | — | — | — | $961K | 4.1% | |
| American Funds Target Date 2040 Retirement Fund R6 Mutual fund | — | — | — | $924K | 4.0% | |
| American Funds Target Date 2050 Retirement Fund R6 Mutual fund | — | — | — | $889K | 3.8% | |
| American Funds Target Date 2055 Retirement Fund R6 Mutual fund | — | — | — | $845K | 3.6% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $793K | 3.4% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $593K | 2.5% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $536K | 2.3% | |
| American Funds Target Date 2060 Retirement Fund R6 Mutual fund | — | — | — | $520K | 2.2% | |
| NEW YORK INSURANCE COMPANY STABLE VALUE ACCOUNT · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $518K | 2.2% | |
| Participant loans Interest rates - 5.25% - 10.50% -0- | — | — | — | $444K | 1.9% | |
| Dodge & Cox Stock Fund Class I Mutual fund | — | — | — | $324K | 1.4% | |
| TCW MetWest Total Return Bond Fund P Mutual fund | — | — | — | $290K | 1.2% | |
| American Funds Balanced R6 Mutual fund | — | — | — | $198K | 0.8% | |
| American Funds EuroPac Growth R6 Mutual fund | — | — | — | $185K | 0.8% | |
| Fidelity BrokerageLink Self-directed brokerage accounts | — | — | — | $151K | 0.6% | |
| Fidelity Government Money Market Fund K6 Money market fund | — | — | — | $112K | 0.5% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $108K | 0.5% | |
| American Funds Cap World Growth & Income Fund R6 Mutual fund | — | — | — | $73K | 0.3% | |
| American Funds Target Date 2020 Retirement Fund R6 Mutual fund | — | — | — | $40K | 0.2% | |
| Vanguard Explorer Fund Admiral Mutual fund | — | — | — | $40K | 0.2% | |
| Allspring Special Small Cap Value Fund R6 Mutual fund | — | — | — | $7K | <0.1% | |
| Fidelity Low-Priced Stock K6 Fund Mutual fund | — | — | — | $3K | <0.1% |
Related plans
Other plans using STRATEGIC ADVISORS, INC.
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
MEDTRONIC, INC.
MEDTRONIC SAVINGS AND INVESTMENT PLAN
$13.7B · 38,035 participants
Similar-size Manufacturing plans
FAURECIA EXHAUST SYSTEMS, INC.
FAURECIA EXHAUST SYSTEMS, INC. UAW AND SALARIED PENSION PLAN
$23.3M · 15 participants
MUSASHI AUTO PARTS-MICHIGAN INC.
MUSASHI AUTO PARTS-MICHIGAN ASSOCIATES RETIREMENT SAVINGS PLAN
$23.7M · 416 participants
HB PERFORMANCE SYSTEMS, INC.
HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN
$23.0M · 125 participants
INDIAN HEAD INDUSTRIES INC
INDIAN HEAD INDUSTRIES INC. EMPLOYEES RETIREMENT PLAN
$23.0M · 66 participants
HUF NORTH AMERICA
HUF NORTH AMERICA AUTOMOTIVE PARTS MANUFACTURING CORP. 401(K) PLAN
$24.1M · 270 participants
ZF CHASSIS MODULES (USA) INC.
ZF CHASSIS MODULES (USA) INC. 401(K) SAVINGS PLAN
$24.1M · 330 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B