# Hallmark Cards, INC. Master Trust, State Street Bank &amp; Trust, Trustee 401(k) Plan
Source: https://planprovider.pro/companies/hallmark-cards-inc-master-trust-state-street-bank-trust-trustee-043328262-020

> Hallmark Cards, INC. Master Trust, State Street Bank &amp; Trust, Trustee&#39;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:** 020

- **Total Participants:** 0

- **Total Assets:** $33.4M

## 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|$33.4M|$0|$0|

| 2023|0|$35.6M|$0|$0|

| 2022|0|$37.1M|$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|

| TIMESSQUARE CAPITAL MANAGEMENT|Other Service Provider|$152,349|—|$152,349|

| WILLIAM BLAIR INVESTMENT MANAGEMENT|Other Service Provider|$141,793|—|$141,793|

| STATE STREET BANK & TRUST|Other Service Provider|$9,896|—|$9,896|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $304,038

- **Estimated Expense Ratio:** 0.909% 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|$290,261|$275,983|$7,718|—|—|

| 2023|$347,813|$295,681|$44,512|—|—|

| 2022|$495,453|$482,260|$6,320|—|—|

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