Plan Snapshot
- Plan Sponsor: Hallmark Cards, INC.
- Sponsor EIN: 440272180
- Sponsor Address: PO BOX 419580, KANSAS CITY, MO, 64141
- Plan Type: DB
- Total Participants: 1,380
- Total Assets: $427.3M
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 | 1,380 | $427.3M | $31.6M | $0 |
| 2023 | 1,511 | $436.0M | $16.9M | $0 |
| 2022 | 1,798 | $437.1M | $4.5M | $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 | ACTUARY | $435,934 | — | $435,934 |
| STATE STREET BANK & TRUST | CONTRACT ADMIN/CUSTODIAN | $359,362 | — | $359,362 |
| ALBOURNE AMERICA LLC | CONSULTANT | $206,210 | — | $206,210 |
| RUBINBROWN LLP | PLAN AUDITOR | $33,006 | — | $33,006 |
| CALLAN LLC | NONE | $19,805 | — | $19,805 |
| EVESTMENT | NONE | $15,937 | — | $15,937 |
| PENSION BENEFIT INFORMATION LLC | NONE | $15,610 | — | $15,610 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — ACTUARY
- RUBINBROWN LLP — PLAN AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,085,864
- Estimated Expense Ratio: 0.254% 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 | $6,579,763 | $226,015 | $69,553 | $33,006 | — |
| 2023 | $6,795,061 | $221,283 | $97,594 | $35,116 | — |
| 2022 | $6,382,148 | $178,659 | $152,751 | — | $924,946 |