AUMdb

Business Performance Savings Plan Of Hallmark Cards, Incorporated

Sponsored by Hallmark Cards, Inc. · EIN 440272180 · Plan #001

Total assets
$2.0B
Net assets
$2.0B
Active participants
5,013
With balances
7,951

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment advisory (participants), Direct payment from the plan $1,013,116
State Street Bank & Trust Custodial (other), Custodial (securities), Trustee (directed) $612,821
Empower Annuity Ins Co Of America Recordkeeping, Participant loan processing $420,919
Callan Associates, Inc Consulting (general), Investment management, Investment management fees (indirect) $43,528
Rubinbrown, Llp Accounting, Direct payment from the plan $27,392
Evestment Consulting (general), Investment management, Investment management fees (indirect) $5,778