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: 039
- Total Participants: 0
- Total Assets: $4.6M
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 | $4.6M | $0 | $0 |
| 2023 | 0 | $5.0M | $0 | $0 |
| 2022 | 0 | $6.0M | $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 |
|---|---|---|---|---|
| AON CONSULTING | Recordkeeper | $45,747 | — | $45,747 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $9,510 | — | $9,510 |
| RUBINBROWN | Auditor | $8,977 | — | $8,977 |
| STATE STREET BANK AND TRUST | Other Service Provider | $7,486 | — | $7,486 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
- RUBINBROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,720
- Estimated Expense Ratio: 1.572% 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 | $206,031 | $22,462 | $49,126 | — | — |
| 2023 | $241,233 | $22,416 | $26,463 | — | — |
| 2022 | $141,721 | $41,938 | $17,057 | — | — |