# Hallmark Financial Services INC DB Plan
Source: https://planprovider.pro/companies/hallmark-financial-services-inc-plan-001

> Hallmark Financial Services INC's DB plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hallmark Financial Services INC

- **Sponsor EIN:** 750439860

- **Sponsor Address:** TWO LINCOLN CENTRE, DALLAS, TX, 752402345

- **Plan Type:** DB

- **Total Participants:** 5

- **Total Assets:** $10.2M

## 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|5|$10.2M|$0|$0|

| 2023|6|$10.1M|$0|$0|

| 2022|6|$9.6M|$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|

| USI CONSULTING GROUP|NONE|$49,767|—|$49,767|

| NFP RETIREMENT INC.|NONE|$25,000|—|$25,000|

| GRANT THORNTON, LLP|NONE|$23,175|—|$23,175|

| PRINCIPAL FINANCIAL GROUP, INC.|NONE|$11,274|—|$11,274|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — NONE

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

- [PRINCIPAL FINANCIAL GROUP, INC.](https://planprovider.pro/provider/principal-financial-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,216

- **Estimated Expense Ratio:** 1.066% 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|$136,486|$25,000|—|$23,175|—|

| 2023|$276,830|$25,000|—|$70,920|—|

| 2022|$106,241|$20,529|$11,616|—|$48,576|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hallmark-financial-services-inc-plan-001)

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