AUMdb

Holley Performance Products, Inc Retirement Accumulation Plan

Sponsored by Holley Performance Products, Inc · EIN 611291482 · Plan #003

Total assets
$83.2M
Net assets
$83.2M
Active participants
1,324
With balances
1,827

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $228,247
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $49,514
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0