# Hallmark Cards, INC. Master Trust, State Street Bank & Trust, Trustee 401(k) Plan
Source: https://planprovider.pro/companies/hallmark-cards-inc-master-trust-state-street-bank-trust-trustee-043328262-002

> Hallmark Cards, INC. Master Trust, State Street Bank & Trust, Trustee's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hallmark Cards, INC. Master Trust, State Street Bank & Trust, Trustee

- **Sponsor EIN:** 043328262

- **Sponsor Address:** 2501 MCGEE STREET, KANSAS CITY, MO, 64141

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 0

- **Total Assets:** $471.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$471.1M|$0|$0|

| 2023|0|$425.3M|$0|$0|

| 2022|0|$366.2M|$0|$0|

## 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|Other Service Provider|$1,023,088|—|$1,023,088|

| STATE STREET BANK & TRUST|Other Service Provider|$104,036|—|$104,036|

| RUBINBROWN LLP|Auditor|$13,380|—|$13,380|

| CALLAN LLC|Other Service Provider|$9,370|—|$9,370|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RUBINBROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,149,874

- **Estimated Expense Ratio:** 0.244% 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|$1,151,115|$1,047,079|$104,036|—|—|

| 2023|$1,375,962|$1,005,018|$370,944|—|—|

| 2022|$1,097,576|$1,035,379|$62,197|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hallmark-cards-inc-master-trust-state-street-bank-trust-trustee-043328262-002)

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