# Hallmark Cards, INC. DB Plan
Source: https://planprovider.pro/companies/hallmark-cards-inc-plan-002

> Hallmark Cards, INC.&#39;s DB plan: 1,380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — ACTUARY

- [RUBINBROWN LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Crown Packaging Corp.](https://planprovider.pro/companies/crown-packaging-corp-401k-plan) — 571 participants

- [Hallmark Cards, INC.](https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-006) — 2,303 participants

- [Distribution Management, INC.](https://planprovider.pro/companies/distribution-management-inc-401k-plan) — 380 participants

- [Hallmark Cards, INC.](https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-005) — 3,769 participants

- [Hallmark Cards, INC.](https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-001) — 5,013 participants

- [Bunzl Usa, LLC](https://planprovider.pro/companies/bunzl-usa-llc-401k-plan) — 5,596 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hallmark-cards-inc-plan-002)

&copy; 2026 PlanProvider.Pro
