Plan Snapshot
- Plan Sponsor: American Greetings Corporation
- Sponsor EIN: 340065325
- Sponsor Address: ONE AMERICAN BOULEVARD, CLEVELAND, OH, 44145
- Plan Type: DB
- Total Participants: 7
- Total Assets: $47.8M
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 | 7 | $47.8M | $0 | $0 |
| 2023 | 10 | $67.7M | $0 | $0 |
| 2022 | 19 | $67.3M | $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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $151,519 | — | $151,519 |
| KEYBANK NATIONAL ASSOCIATION | Custodian / Trustee | $32,980 | — | $32,980 |
| CREATIVE PLANNING | Investment Advisor | $30,000 | — | $30,000 |
| MORGAN, LEWIS, BOCKIUS LLP | ERISA Attorney | $20,918 | — | $20,918 |
| PACIFIC INVESTMENT MANAGEMENT CO. | Other Service Provider | $12,405 | — | $12,405 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KEYBANK NATIONAL ASSOCIATION — Custodian / Trustee
- CREATIVE PLANNING — Investment Advisor
- MORGAN, LEWIS, BOCKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $247,822
- Estimated Expense Ratio: 0.518% of plan assets
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 | $575,778 | $42,405 | — | — | — |
| 2023 | $895,521 | $153,365 | — | — | — |
| 2022 | $680,789 | $170,704 | — | — | $136,533 |