American Greetings Retirement Savings Plan
Sponsored by American Greetings Corporation · EIN 340065325 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 2,731
- With balances
- 4,726
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $306,500 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $64,000 |
| Creative Planning | Investment advisory (plan) | $52,500 |
| Morgan Lewis & Bockius Llp | Legal | $30,694 |
| Mesirow Financial | Investment advisory (plan) | $17,500 |