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: 028
- Total Participants: 0
- Total Assets: $98.7M
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 | $98.7M | $0 | $0 |
| 2023 | 0 | $109.0M | $0 | $0 |
| 2022 | 0 | $87.9M | $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 |
|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT | Other Service Provider | $181,523 | — | $181,523 |
| T. ROWE PRICE ASSOCIATES, INC. | Investment Advisor | $176,380 | — | $176,380 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $357,903
- Estimated Expense Ratio: 0.363% 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 | $19,493 | — | — | — | — |
| 2023 | $57,702 | $40,923 | — | — | — |
| 2022 | $14,560 | — | — | — | — |