Hallmark Affiliates Employee Savings Plan
Sponsored by Hallmark Cards, Inc. · EIN 440272180 · Plan #006
- Total assets
- $443M
- Net assets
- $443M
- Active participants
- 2,303
- With balances
- 3,059
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 | $233,744 |
| Empower Annuity Ins Co Of America | Recordkeeping, Participant loan processing, Direct payment from the plan | $166,784 |
| State Street Bank & Trust | Custodial (other), Custodial (securities), Trustee (directed) | $123,206 |
| Rubinbrown, Llp | Accounting, Direct payment from the plan | $19,923 |
| Callan Associates, Inc | Consulting (general), Investment management, Investment management fees (indirect) | $8,982 |