Holley Performance Products 401(k) match, vesting and fees
What Holley Performance Products' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Morgan Stanley Smith Barney | Schedule C ↗ |
| Independent auditor | Carr Riggs & Ingram LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Holley Performance Products: employer contribution per participant | $667 | |
| Peer median | $2,413 |
| Holley Performance Products: average balance | $45,552 | |
| Peer median | $86,456 |
| Holley Performance Products: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $80.4M at the end of plan year 2021 to $83.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,892 | $83.2M | $1.2M | $667 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 2,042 | $82.6M | $3.1M | $1,600 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 2,054 | $74.2M | $2.4M | $1,265 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 1,791 | $80.4M | $2.5M | $1,462 | 0.31% | Not published | Form 5500 ↗ |
Other Holley Performance Products plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of Holley Performance Products, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Holley Performance Products match 401(k) contributions?
The match terms for the Holley Performance Products, Inc Retirement Accumulation Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $667 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Holley Performance Products 401(k) match vested?
The vesting schedule for the Holley Performance Products, Inc Retirement Accumulation Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Holley Performance Products 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Morgan Stanley Smith Barney. The plan administrator is Holley Performance Products, Inc.
I left Holley Performance Products. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Holley Performance Products, Inc, (270) 253-6423) or the recordkeeper, Morgan Stanley Smith Barney. The Holley Performance Products old 401(k) page lists the contacts from every plan filing. Find an old Holley Performance Products 401(k)
Data from the public Form 5500 annual reports Holley Performance Products filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Holley Performance Products. Not financial advice. Report a correction · Methodology