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: 035
- Total Participants: 0
- Total Assets: $130.4M
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 | $130.4M | $0 | $0 |
| 2023 | 0 | $131.8M | $0 | $0 |
| 2022 | 0 | $125.2M | $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 |
|---|---|---|---|---|
| STATE STREET BANK & TRUST | Other Service Provider | $45,506 | — | $45,506 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $28,838 | — | $28,838 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,344
- Estimated Expense Ratio: 0.057% 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 | $80,874 | $35,368 | $45,506 | — | — |
| 2023 | $170,445 | $35,109 | $135,336 | — | — |
| 2022 | $53,616 | $27,146 | $19,597 | — | — |