# Hallmark Cards, INC. Master Trust, State Street Bank & Trust, Trustee 401(k) Plan
Source: https://planprovider.pro/companies/hallmark-cards-inc-master-trust-state-street-bank-trust-trustee-043328262-040

> Hallmark Cards, INC. Master Trust, State Street Bank & Trust, Trustee'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:** 040

- **Total Participants:** 0

- **Total Assets:** $29.0M

## 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|$29.0M|$0|$0|

| 2023|0|$36.7M|$0|$0|

| 2022|0|$39.4M|$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|

| EMPOWER ADVISORY GROUP, LLC|Other Service Provider|$14,134|—|$14,134|

| STATE STREET BANK & TRUST|Other Service Provider|$10,045|—|$10,045|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,179

- **Estimated Expense Ratio:** 0.084% 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|$28,065|$16,695|$11,370|—|—|

| 2023|$42,697|$17,253|$25,444|—|—|

| 2022|$22,512|$15,653|$6,859|—|—|

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