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: 2,303
- Total Assets: $442.9M
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 | 2,303 | $442.9M | $11.4M | $13.4M |
| 2023 | 2,451 | $413.5M | $11.0M | $13.0M |
| 2022 | 2,438 | $369.9M | $10.5M | $12.9M |
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 | $233,744 | — | $233,744 |
| EMPOWER ANNUITY INS CO OF AMERICA | NONE | $166,784 | — | $166,784 |
| STATE STREET BANK & TRUST | NONE | $123,206 | — | $123,206 |
| RUBINBROWN, LLP | NONE | $19,923 | — | $19,923 |
| CALLAN ASSOCIATES, INC | NONE | $8,982 | — | $8,982 |
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: $552,639
- Estimated Expense Ratio: 0.125% 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 | $309,322 | $10,175 | — | $19,923 | — |
| 2023 | $286,016 | $99,963 | — | $17,700 | — |
| 2022 | $228,636 | — | — | — | $58,637 |