Plan Snapshot
- Plan Sponsor: The Hallmark Companies, INC.
- Sponsor EIN: 582342469
- Sponsor Address: 3111 PACES MILL ROAD SUITE A-250, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 353 | $7.6M | $268,474 | $509,651 |
| 2023 | 321 | $6.6M | $495,349 | $264,601 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $28,262 | $1 | $28,263 |
| NFP RETIREMENT INC | SERVICE PROVIDER | — | $17,885 | $17,885 |
| WILLIAMS BENATOR & LIBBY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — SERVICE PROVIDER
- WILLIAMS BENATOR & LIBBY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,148
- Estimated Expense Ratio: 0.605% 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 | $28,261 | $797 | $26,764 | — | — |
| 2023 | $15,900 | $62 | $15,338 | — | — |