# The Hallmark Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-hallmark-companies-inc-401k-plan

> The Hallmark Companies, INC.'s 401(k) plan: 353 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/accelerate-retirement) — SERVICE PROVIDER

- [WILLIAMS BENATOR & LIBBY, LLP](https://planprovider.pro/provider/williams-benator-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-hallmark-companies-inc-401k-plan)

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