# 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-043328262-051

> 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, 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](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hallmark-cards-inc-master-trust-state-street-bank-trust-trustee-043328262-051)

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