# Hallmark Aviation Services, LP 401(k) Plan
Source: https://planprovider.pro/companies/hallmark-aviation-services-lp-401k-plan

> Hallmark Aviation Services, LP's 401(k) plan: 1,188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hallmark Aviation Services, LP

- **Sponsor EIN:** 954217627

- **Sponsor Address:** 5757 W CENTURY BLVD STE 860, LOS ANGELES, CA, 90045

- **Plan Type:** 401(k)

- **Total Participants:** 1,188

- **Total Assets:** $22.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,188|$22.3M|$1.3M|$2.8M|

| 2023|1,059|$17.9M|$1.0M|$2.2M|

| 2022|754|$14.9M|$792,386|$1.7M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$92,536|—|$92,536|

| KESTRA ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$56,708|—|$56,708|

| PENTEGRA SERVICES INC|CONTRACT ADMIN|$26,862|—|$26,862|

| THOMPSON GREENSPON|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THOMPSON GREENSPON](https://planprovider.pro/provider/thompson-greenspon) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $176,106

- **Estimated Expense Ratio:** 0.790% 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|$161,821|—|—|—|—|

| 2023|$110,825|—|—|—|—|

| 2022|$100,673|—|$421|—|$100,252|

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