Plan Snapshot
- Plan Sponsor: American Greetings Corporation
- Sponsor EIN: 340065325
- Sponsor Address: ONE AMERICAN BOULEVARD, CLEVELAND, OH, 44145
- Plan Type: 401(k)
- Plan Number: 556
- Total Participants: 2,050
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,050 | $0 | $0 | $0 |
| 2023 | 1,897 | $4.5M | $0 | $0 |
| 2022 | 0 | $20.4M | $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 |
|---|---|---|---|---|
| AMWINS | Recordkeeper | $10,494 | — | $10,494 |
| UMR, INC. | Other Service Provider | $6,462 | $846 | $7,308 |
| USI INSURANCE SERVICES LLC | Actuary | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,802
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 | $23,553 | — | $17,455 | — | — |
| 2023 | $150,358 | — | $114,705 | — | — |
| 2022 | $199,629 | — | $152,126 | — | $47,503 |