Employers › Party City Holdings
Recordkeeping fees per participant · Party City Holdings Inc. 401(k) Plan · plan year 2024
$57.90
Higher than 41% of the 5,847 plans $50 to 250M that report it.
= $234,200 / 4,045
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260326162152NAL0004987553001, received 2026-03-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326162152NAL0004987553001, received 2026-03-26
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-03-26.
Administrative expenses excluding investment management, per participant
$106.63
Higher than 58% of the 8,758 plans $50 to 250M that report it.
= $431,333 / 4,045
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260326162152NAL0004987553001, received 2026-03-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326162152NAL0004987553001, received 2026-03-26
Administrative expenses per participant
$106.63
Higher than 39% of the 9,042 plans $50 to 250M that report it.
= $431,333 / 4,045
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260326162152NAL0004987553001, received 2026-03-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326162152NAL0004987553001, received 2026-03-26
Administrative expenses as a share of assets
0.195%
Higher than 68% of the 9,049 plans $50 to 250M that report it.
= $431,333 / $221,019,662
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260326162152NAL0004987553001, received 2026-03-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260326162152NAL0004987553001, received 2026-03-26
Employer contributions per participant
$1,440
Higher than 19% of the 9,105 plans $50 to 250M that report it.
= $5,825,447 / 4,045
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260326162152NAL0004987553001, received 2026-03-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326162152NAL0004987553001, received 2026-03-26
Employer share of total contributions
30.4%
Higher than 53% of the 9,112 plans $50 to 250M that report it.
= $5,825,447 / $19,183,593
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260326162152NAL0004987553001, received 2026-03-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260326162152NAL0004987553001, received 2026-03-26
Plan terms are described in Party City Holdings Inc.'s SEC filings: Form 10-K filed 2015-03-27. No term could be quoted from them with the required precision.
2T default investment (QDIA) · 2E profit-sharing · 3H controlled-group sponsor · 2F ERISA 404(c) plan · 3D IRS pre-approved plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2A age/service-weighted · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260326162152NAL0004987553001, received 2026-03-26
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PARTY CITY HOLDINGS INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Plan name | PARTY CITY HOLDINGS INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Sponsor EIN / plan number | 20-1033029 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Sponsor location | WOODCLIFF LAKE, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Industry (business code) | 453220, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Filing received | 2026-03-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Participants, beginning of year | 7,171 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Active participants | 5,991 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Participants, end of year | 7,961 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Participants with an account balance | 4,045 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Total assets, beginning of year | $260,983,409 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Total assets, end of year | $221,019,662 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Net assets, end of year | $221,019,662 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Total income | $45,558,602 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Net income | $-39,914,704 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Employer contributions | $5,825,447 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Participant contributions | $12,220,450 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Other contributions (incl. rollovers) | $1,137,696 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Total contributions | $19,183,593 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Benefit payments | $85,007,130 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Total expenses (incl. benefit payments) | $85,473,306 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Total administrative expenses | $431,333 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Contract administrator fees | $600 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Recordkeeping fees | $234,200 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| IQPA audit fees | $26,250 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Administrative expenses excluding investment management | $431,333 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Held in common/collective trusts | $188,126,426 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Held in mutual funds | $28,555,404 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260326162152NAL0004987553001, received 2026-03-26 |
| Independent auditor | CROWE | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260326162152NAL0004987553001, received 2026-03-26 |
Position = column in the DOL layout for form year 2024. Filing 20260326162152NAL0004987553001, received 2026-03-26.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $234,800 | yes |
| HARTER SECREST & EMERY LLP | ATTORNEY/LEGAL | 29 Legal | $86,533 | no |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | 16 Consulting (general); 27 Investment advisory (plan) | $83,750 | no |
| CROWE LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $26,250 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260326162152NAL0004987553001, received 2026-03-26.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $260,983,409 | $221,019,662 | -15.3% |
| Participants with a balance | 5,042 | 4,045 | -19.8% |
| Administrative expenses | $391,209 | $431,333 | 10.3% |
| Recordkeeping fees per participant | $57.26 | $57.90 | 1.1% |
| Employer contributions | $7,219,315 | $5,825,447 | -19.3% |
Prior filing 20260326162117NAL0004987377001, received 2026-03-26; the plan years are contiguous.
Sponsor name as filed: PARTY CITY HOLDINGS INC.; SEC registrant: Party City Holdings Inc. (CIK 1340554, matched by EIN).