Holiday Wholesale, Inc. Profit Sharing & 401(k) Plan
Sponsored by Holiday Wholesale, Inc. · EIN 391029235 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 522
- With balances
- 410
Plan year beginning 03/01/2024 · 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 |
|---|---|---|
| John F. Suby & Associates, Sc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $67,091 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Direct payment from the plan | $29,314 |
| Premier Retirement Partners Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $12,013 |