Original filing (PDF)20250227131253NAL0004183042001

KARD ENTERPRISES, INC. KATIE'S HALMARK

Name: KARD ENTERPRISES, INC. KATIE'S HALMARK — KATIE'S HALLMARK 401(K) PLAN, Form 5500 (2024)
Creator: KARD ENTERPRISES, INC. KATIE'S HALMARK

Form 5500-SF

FILING_RECEIVED

KATIE'S HALLMARK 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KARD ENTERPRISES, INC. KATIE'S HALMARK.

Plan sponsor

Name

KARD ENTERPRISES, INC. KATIE'S HALMARK

EIN

31-1411558

Address

674 W. NATIONAL RD. · SUITE B · VADALIA, OH · 45377

Phone

(937) 274-7430

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-10-10

Filed

2025-02-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 1 participants