Original filing (PDF)20251010151540NAL0013400448001

AMERICAN GREETINGS CORPORATION

Name: AMERICAN GREETINGS CORPORATION — GIBSON GREETINGS, INC. RETIREMENT INCOME PLAN, Form 5500 (2024)
Creator: AMERICAN GREETINGS CORPORATION

Form 5500

FILING_RECEIVED

GIBSON GREETINGS, INC. RETIREMENT INCOME PLAN

Defined-benefit pension plan

Signals · 1

50% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$47.8M

Net assets (EOY)

$47.8M

How this plan invests

This plan

8 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN GREETINGS CORPORATION.

Plan sponsor

Name

AMERICAN GREETINGS CORPORATION

EIN

34-0065325

Address

ONE AMERICAN BOULEVARD · CLEVELAND, OH · 44145

Phone

(216) 252-7300

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

015

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
KEYBANK NATIONAL ASSOCIATION	34-0797057	—	TRUSTEE	$33K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP	06-1053228	—	NONE	$152K	—
CREATIVE PLANNING	84-4519624	—	NONE	$30K	—
MORGAN, LEWIS, BOCKIUS LLP	23-0891050	—	NONE

Investments

8 direct securities· $47.8M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
PIMCO INV GRADE CREDIT BOND FD INST	—	2,693,535.198	$24.0M	$23.9M	50.1%
VANGUARD TOTAL INTL STK INDEX FD	—	59,783.406	$6.5M	$7.6M	15.8%
VANGUARD TOTAL STK MKT INDX FD	—	53,587.84	$4.2M	$7.6M	15.8%
PIMCO MODERATE DURATION FUND OPEN-END FUND INSTL CL	—	406,653.229	$3.7M	$3.7M

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