Plan Snapshot
- Plan Sponsor: Hallmark Cards, INC. Master Trust, State Street Bank & Trust, Trustee
- Sponsor EIN: 043328262
- Sponsor Address: 2501 MCGEE STREET, BOX 419580, KANSAS CITY, MO, 64141
- Plan Type: 401(k)
- Plan Number: 051
- Total Participants: 0
- Total Assets: $178.6M
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 | $178.6M | $0 | $0 |
| 2023 | 0 | $185.9M | $0 | $0 |
| 2022 | 0 | $185.1M | $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 |
|---|---|---|---|---|
| JP MORGAN INVESTMENT MANAGENT | Recordkeeper | $519,211 | — | $519,211 |
| STATE STREET BANK & TRUST | Other Service Provider | $52,191 | — | $52,191 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $25,362 | — | $25,362 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $596,764
- Estimated Expense Ratio: 0.334% 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 | $614,069 | $519,211 | $34,385 | — | — |
| 2023 | $1,082,513 | $828,548 | $39,277 | — | — |
| 2022 | $405,464 | $371,935 | $9,497 | — | — |