Plan Snapshot
- Plan Sponsor: Hallmark Cards, INC.
- Sponsor EIN: 440272180
- Sponsor Address: 2501 MCGEE, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Total Participants: 5,013
- Total Assets: $2.0B
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 | 5,013 | $2.0B | $22.3M | $32.3M |
| 2023 | 5,031 | $2.1B | $21.5M | $33.3M |
| 2022 | 4,850 | $2.0B | $20.1M | $33.5M |
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 ADVISORY GROUP, LLC | NONE | $1,013,116 | — | $1,013,116 |
| STATE STREET BANK & TRUST | NONE | $612,821 | — | $612,821 |
| EMPOWER ANNUITY INS CO OF AMERICA | NONE | $420,919 | — | $420,919 |
| CALLAN ASSOCIATES, INC | NONE | $43,528 | — | $43,528 |
| RUBINBROWN, LLP | NONE | $27,392 | — | $27,392 |
| EVESTMENT | NONE | $5,778 | — | $5,778 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,123,554
- Estimated Expense Ratio: 0.106% 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 | $1,058,887 | $49,306 | — | $27,392 | — |
| 2023 | $996,895 | $554,310 | — | $19,500 | — |
| 2022 | $684,136 | — | — | — | $253,085 |