Cash Balance Retirement Plan Of Hallmark Cards, Inc.
Sponsored by Hallmark Cards, Inc. · EIN 440272180 · Plan #002
- Total assets
- $427M
- Net assets
- $427M
- Active participants
- 1,380
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Albourne America Llc CRD 126582 | deterministic · 100% | 2024 |
| Callan Llc CRD 107687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Consulting (pension), Direct payment from the plan | $435,934 |
| State Street Bank & Trust | Contract administrator, Custodial (other), Custodial (securities) | $359,362 |
| Albourne America Llc | Investment advisory (plan), Direct payment from the plan | $206,210 |
| Rubinbrown Llp | Accounting, Direct payment from the plan | $33,006 |
| Callan Llc | Investment advisory (plan), Direct payment from the plan | $19,805 |
| Evestment | Other services, Direct payment from the plan | $15,937 |
| Pension Benefit Information Llc | Other services, Direct payment from the plan | $15,610 |