AUMdb

Party City Holdings Inc. 401(k) Plan

Sponsored by Party City Holdings Inc. · EIN 201033029 · Plan #001

Total assets
$221M
Net assets
$221M
Active participants
5,991
With balances
4,045

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

Linked investment advisers

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

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $234,800
Harter Secrest & Emery Llp Legal $86,533
Fiducient Advisors Llc Consulting (general), Investment advisory (plan) $83,750
Crowe Llp Accounting $26,250

Filing history

Plan year Assets Participants Source
01/01/2024 $221M 5,991 ack 20260326162152NAL0004987553001
01/01/2021 $285M 5,709 ack 20250825124108NAL0003890035001