# Hallmark Cards, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-005

> Hallmark Cards, INC.'s 401(k) plan: 3,769 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-005)

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