Retirement plan

BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED

Name: HALLMARK CARDS, INC. - BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED (2024) Form 5500
Creator: HALLMARK CARDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED, HALLMARK CARDS, INC.

HALLMARK CARDS, INC.EIN 44-0272180Plan #001PY 2024

2501 MCGEE - KANSAS CITY, MO 64108816-274-4022hallmark.comLinkedIn10001+ employeesretail

Other plans on this EIN

4 filings

#006Retirement-$442.9M assets #002Retirement-$427.3M assets #005Retirement-$67.5M assets #009Retirement-$4.8M assets

Prospect flagsLow returnsHigh assets / participant

Top hat statement on fileNQDC

Filed April 26, 2002 (most recent of 8 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$2009.4M

-2.7% from 2023

Total participants

8,190

-3.6% from 2023

Average account balance

$252,720

-0.5% from 2023

Annual return

10.68%

-2.71 pp from 2023

Benchmarks

See 43 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants5,000-9,999

Cohort43 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$253K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

7,951

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.68%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$133

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243	Advisory (Participants)	$1,013,116
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445	Custodial (other than securities); Re...	$612,821
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907	Recordkeeping	$420,919
CALLAN LLC10+ years Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581	Consulting	$43,528
RUBINBROWN LLP10+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316	Accounting	$27,392
EVESTMENT ALLIANCE LLC5 years Filed as: EVESTMENT Service code 16 · EIN 90-0905513	Consulting	$5,778

Plan features & details

Pension benefit codes2E2F2H2J2K2S2T3F3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$211 / participant

Recordkeeping$421K39.8%
Trustee / custodial$561K53.0%
Investment mgmt$49K4.7%
Other / not subdivided$27K2.6%

% of EOY assets

0.053%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: RUBIN BROWN LLP
Auditor EIN: 430765316
Audit fees: $27,392
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$252,720

$93,462+170.4%

$164,866+53.3%

$99,061+155.1%

Participation rate

95.2%

79.9%+15.3pp

78.6%+16.6pp

71.6%+23.6pp

Annual return

10.68%

15.71%-5.0pp

69.97%-59.3pp

17.66%-7.0pp

Employer contribution / active EE

$4,449

$3,099+43.5%

$4,343+2.4%

$3,261+36.4%

Participant deferral / active EE

$6,445

$5,366+20.1%

$6,033+6.8%

$5,331+20.9%

Admin fee / account holder

$133

$81+63.7%

$12,689-99.0%

$109+22.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 26 · EIN 84-1532243

Advisory (Participants)

$1,013,116

STATE STREET GLOBAL ADVISORS10+ years

Filed as: STATE STREET BANK & TRUST

Service code 18 · EIN 04-1867445

Custodial (other than securities); Re...

$612,821

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 15 · EIN 84-0467907

Recordkeeping

$420,919

CALLAN LLC10+ years

Filed as: CALLAN ASSOCIATES, INC

Service code 16 · EIN 94-2192581

Consulting

$43,528

RUBINBROWN LLP10+ years

Filed as: RUBINBROWN, LLP

Service code 10 · EIN 43-0765316

Accounting

$27,392

EVESTMENT ALLIANCE LLC5 years

Filed as: EVESTMENT

Service code 16 · EIN 90-0905513

Consulting

$5,778

BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion