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: 017
- Total Participants: 0
- Total Assets: $91.3M
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 | $91.3M | $0 | $0 |
| 2023 | 0 | $84.1M | $0 | $0 |
| 2022 | 0 | $83.6M | $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 |
|---|---|---|---|---|
| WEDGE CAPITAL | Other Service Provider | $141,108 | — | $141,108 |
| STATE STREET BANK & TRUST | Other Service Provider | $26,966 | — | $26,966 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $12,753 | — | $12,753 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,827
- Estimated Expense Ratio: 0.198% 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 | $182,813 | $158,435 | $21,087 | — | — |
| 2023 | $428,623 | $351,673 | $74,586 | — | — |
| 2022 | $405,755 | $386,002 | $13,618 | — | — |