# Holiday Wholesale, INC. 401(k) Plan
Source: https://planprovider.pro/companies/holiday-wholesale-inc-391029235-001

> Holiday Wholesale, INC.'s 401(k) plan: 522 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holiday Wholesale, INC.

- **Sponsor EIN:** 391029235

- **Sponsor Address:** 225 PIONEER DR., WISCONSIN DELLS, WI, 53965

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 522

- **Total Assets:** $25.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|522|$25.7M|$422,036|$838,584|

| 2023|563|$24.1M|$439,987|$866,514|

| 2022|529|$21.5M|$409,062|$784,175|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JOHN F. SUBY & ASSOCIATES, SC|Other Service Provider|$67,091|—|$67,091|

| EPIC RETIREMENT PLAN SERVICES|Recordkeeper|$29,314|$11,320|$40,634|

| PREMIER RETIREMENT PARTNERS LLC|Other Service Provider|$12,013|—|$12,013|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $119,738

- **Estimated Expense Ratio:** 0.465% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$108,418|$67,091|$12,013|—|—|

| 2023|$100,665|$58,294|$12,550|—|—|

| 2022|$97,682|—|—|—|$97,682|

## Similar Plans

- [Palermo Villa, INC.](https://planprovider.pro/companies/palermo-villa-inc-391035704-501) — 1,082 participants

- [Wp Beverages, LLC](https://planprovider.pro/companies/wp-beverages-llc-200570102-501) — 606 participants

- [Certco, INC.](https://planprovider.pro/companies/certco-inc-401k-plan-002) — 510 participants

- [Roundys Supermarkets, INC.](https://planprovider.pro/companies/roundys-supermarkets-inc-plan) — 479 participants

- [Winona Foods, INC.](https://planprovider.pro/companies/winona-foods-inc-391835095-501) — 283 participants

- [Eilliens Candies, INC.](https://planprovider.pro/companies/eilliens-candies-inc-401k-plan) — 277 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/holiday-wholesale-inc-391029235-001)

© 2026 PlanProvider.Pro