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Original filing (PDF)20251015085646NAL0008424434001
HALLMARK MARKETING COMPANY LLC
Form 5500
FILING_RECEIVED
HEALTH AND WELFARE BENEFIT PLAN FOR PART-TIME EMPLOYEES IN THE FIELD (MASS & GOLD CROWN) AND RETAIL (CSG & HALLS)
Health & welfare plan
Signals · 2
~27714 bps in Sched C feesNo recordkeeper disclosed
Active participants
9,492
Accounts w/ balance
—
Plan assets (EOY)
$10K
Net assets (EOY)
$8K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 27714 bps in Schedule C fees — 17440% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALLMARK MARKETING COMPANY LLC.
Plan sponsor
Name
HALLMARK MARKETING COMPANY LLC
EIN
43-0820871
Address
2501 MCGEE · KANSAS CITY, MO · 64108
Phone
(816) 545-6200
Industry
Wholesale Tradesee all
Plan administrator
Name
HALLMARK WELFARE COMMITTEE
EIN
43-1722352
City
KANSAS CITY, MO
Phone
(816) 545-6200
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4L · Death Benefits (other than life insurance)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $16K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MHM RETIREMENT PLAN SOLUTIONS | 20-1876798 | — | NONE | $6K | — |
| FRINGE BENEFIT GROUP, INC | 74-2124394 | — | NONE | $5K | — |
Investments
1 pooled fund· $669(7% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HALLMARK ACTIVE VEBA TRUST HALLMARK CARDS, INC. · EIN 44-0272180 / PN 515 | Master Trust | $669 | 6.9% |