How big is Holaday-Parks, Inc.'s plan?

Holaday-Parks, Inc.'s plan reported $21.2M in assets and 166 participants for 2024.

Original filing (PDF)20250930154847NAL0029675954001

Holaday-Parks, Inc.

Name: Holaday-Parks, Inc. — Holaday-Parks, Inc. 401(k), Form 5500 (2024)
Creator: Holaday-Parks, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Holaday-Parks, Inc. 401(k) Salary Savings Plan

401(k) retirement plan · Holaday-Parks, Inc.'s Holaday-Parks, Inc. 401(k) Salary Savings Plan held $21.2M in plan assets for 166 participants in 2024, with Fidelity as recordkeeper.

Active participants

166

Accounts w/ balance

166

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

People on this filing

DAVE BECK signed Holaday-Parks, Inc.'s 2024 Form 5500 as plan administrator.

DAVE BECK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Holaday-Parks, Inc.'s EIN is 91-0589113.

EIN 91-0589113

Plan number 001

Plan year 2024

ACK ID 20250930154847NAL0029675954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holaday-Parks, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holaday-Parks, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLADAY-PARKS, INC..

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How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

HOLADAY-PARKS, INC.

EIN

all filings

Address

4600 S 134TH PLACE · TUKWILA, WA · 98168

Phone

(206) 248-9700

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$600	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

45 direct securities· $21.2M(100% of reported assets)

Mutual Funds

$11.3M

24 holdings

Common Collective Trusts

$5.3M

7 holdings

Other securities

$4.3M

13 holdings

Bonds / Notes

$297K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.9M	13.8%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	8.0%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	7.4%
Fidelity Blue Chip Growth ETF Mutual Fund	Mutual Funds	—	—	$1.1M	5.3%
T. Rowe Price Retirement 2035 Fund Mutual Fund	Other securities	—	—	$903K	4.3%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$881K	4.2%
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$782K	3.7%
T. Rowe Price Retirement 2030 Fund Mutual Fund	Other securities	—	—	$730K	3.4%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$708K	3.3%
Vanguard Information Technology Index Fund Mutual Fund	Common Collective Trusts	—	—	$622K	2.9%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$616K	2.9%
Fidelity Freedom 2020 Fund Mutual Fund ** 218 * Fidelity Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$608K	2.9%
Janus Henderson Enterprise Fund Mutual Fund	Mutual Funds	—	—	$575K	2.7%
Fidelity Growth Discovery Fund Mutual Fund	Mutual Funds	—	—	$484K	2.3%
T. Rowe Price Dividend Growth Fund Mutual Fund	Other securities	—	—	$420K	2.0%
T. Rowe Price Retirement 2040 Fund Mutual Fund	Other securities	—	—	$404K	1.9%
Fidelity International Discovery Fund Mutual Fund	Mutual Funds	—	—	$380K	1.8%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$376K	1.8%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$351K	1.7%
T. Rowe Price Retirement 2050 Fund Mutual Fund	Other securities	—	—	$348K	1.6%
Fidelity Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$339K	1.6%
Fidelity Advisor Emerging Markets Fund Mutual Fund	Mutual Funds	—	—	$319K	1.5%
Fidelity Capital & Income Fund Mutual Fund	Mutual Funds	—	—	$316K	1.5%
Participant loans Rates from 4.25% to 9.50% - 0 -	Bonds / Notes	—	—	$297K	1.4%
T. Rowe Price Retirement 2055 Fund Mutual Fund	Other securities	—	—	$295K	1.4%
T. Rowe Price Retirement 2045 Fund Mutual Fund	Other securities	—	—	$286K	1.3%
MFS Massachusetts Investors Trust Mutual Fund	Mutual Funds	—	—	$275K	1.3%
T. Rowe Price Retirement 2025 Fund Mutual Fund	Other securities	—	—	$262K	1.2%
Fidelity Leveraged Company Stock Fund Mutual Fund	Mutual Funds	—	—	$237K	1.1%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$212K	1.0%
PIMCO Total Return Fund Mutual Fund	Mutual Funds	—	—	$205K	1.0%
American Beacon Small Cap Value Fund Mutual Fund	Other securities	—	—	$189K	0.9%
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$171K	0.8%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$157K	0.7%
American Century Mid Cap Value Fund Mutual Fund	Other securities	—	—	$143K	0.7%
Credit Suisse Commodity Return Strategy Fund Mutual Fund	Other securities	—	—	$143K	0.7%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$134K	0.6%
Fidelity Balanced Fund Mutual Fund	Mutual Funds	—	—	$127K	0.6%
American Beacon Small Cap Value Fund Mutual Fund	Other securities	—	—	$125K	0.6%
Invesco Diversified Dividend Fund Mutual Fund	Mutual Funds	—	—	$114K	0.5%
Fidelity Overseas Fund Mutual Fund	Mutual Funds	—	—	$99K	0.5%
Fidelity Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$97K	0.5%
Fidelity Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$91K	0.4%
Principal SmallCap Growth Fund Mutual Fund	Other securities	—	—	$75K	0.4%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$19K	<0.1%