Plan Snapshot
- Plan Sponsor: Hallmark Cards, INC.
- Sponsor EIN: 440272180
- Sponsor Address: 2501 MCGEE STREET, KANSAS CITY, MO, 64141
- Plan Type: 401(k)
- Total Participants: 3,769
- Total Assets: $67.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,769 | $67.5M | $591,378 | $2.4M |
| 2023 | 3,914 | $63.7M | $584,217 | $2.4M |
| 2022 | 4,256 | $59.5M | $589,396 | $2.5M |
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 ANNUITY INS CO OF AMERICA | NONE | $64,990 | — | $64,990 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $45,202 | — | $45,202 |
| STATE STREET BANK & TRUST | NONE | $19,019 | — | $19,019 |
| RUBINBROWN, LLP | NONE | $10,400 | — | $10,400 |
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: $139,611
- Estimated Expense Ratio: 0.207% 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 | $105,152 | $1,566 | — | $21,234 | — |
| 2023 | $95,814 | $15,900 | — | $10,400 | — |
| 2022 | $95,455 | — | — | — | $21,385 |