Plan Snapshot
- Plan Sponsor: Party City Holdings INC
- Sponsor EIN: 201033029
- Sponsor Address: 100 TICE BLVD, WOODCLIFF LAKE, NJ, 07677
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,849
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,849 | $0 | $0 | $0 |
| 2023 | 4,750 | $0 | $0 | $0 |
| 2022 | 5,398 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| QUANTUM HEALTH | Other Service Provider | $566,142 | — | $566,142 |
| LUCENT HEALTH SOLUTIONS | Other Service Provider | $397,378 | — | $397,378 |
| MULTIPLAN | Other Service Provider | $149,476 | — | $149,476 |
| CVS PHARMACY, INC. | Other Service Provider | $147,944 | — | $147,944 |
| AETNA LIFE INSURANCE | Recordkeeper | $125,250 | — | $125,250 |
| STUART MIGDON | Investment Advisor | $103,292 | — | $103,292 |
| HEALTHEOS | Recordkeeper | $51,245 | — | $51,245 |
| TELEDOC | Other Service Provider | $34,345 | — | $34,345 |
| COOPERATIVE LLC | Other Service Provider | $12,920 | — | $12,920 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,587,992
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |