# Hallmark Cards, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-006

> Hallmark Cards, INC.'s 401(k) plan: 2,303 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:** 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-006)

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