Plan Snapshot
- Plan Sponsor: Party City Holdings INC.
- Sponsor EIN: 201033029
- Sponsor Address: 100 TICE BLVD, WOODCLIFF LAKE, NJ, 07677
- Plan Type: 401(k)
- Total Participants: 5,991
- Total Assets: $221.0M
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 | 5,991 | $221.0M | $5.8M | $12.2M |
| 2023 | 5,268 | $261.0M | $7.2M | $14.8M |
| 2022 | 5,331 | $235.3M | $9.5M | $15.9M |
| 2021 | 5,709 | $284.9M | $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 |
|---|---|---|---|---|
| CROWE | Auditor | $26,250 | — | $26,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,250
- Estimated Expense Ratio: 0.012% 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 | $431,333 | — | $600 | $26,250 | — |
| 2023 | $391,209 | — | — | — | — |
| 2022 | $492,451 | — | — | — | — |
| 2021 | $607,752 | — | — | — | — |