Plan Snapshot
- Plan Sponsor: Hallmark Marketing Company LLC
- Sponsor EIN: 430820871
- Sponsor Address: 2501 MCGEE, KANSAS CITY, MO, 64108
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 9,492
- Total Assets: $9,628
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 | 9,492 | $9,628 | $52,194 | $25,823 |
| 2023 | 11,184 | $10,818 | $52,046 | $79,092 |
| 2022 | 12,051 | $14,105 | $53,291 | $86,309 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $15,530 | — | $15,530 |
| MHM RETIREMENT PLAN SOLUTIONS | Other Service Provider | $6,115 | — | $6,115 |
| FRINGE BENEFIT GROUP, INC | Other Service Provider | $5,038 | — | $5,038 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,683
- Estimated Expense Ratio: 277.140% 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 | $30,347 | — | $3,664 | $15,530 | — |
| 2023 | $36,071 | — | $18,646 | $13,225 | — |
| 2022 | $40,930 | — | $10,825 | — | $18,995 |