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Original filing (PDF)20251013151714NAL0000764179002
HALLMARK CARDS, INC.
Form 5500
FILING_RECEIVED
HALLMARK RETIREE PENSION PLAN
Defined-benefit pension plan
Signals · 1
~137 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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)
85
/ 100
Grade A
Top-tier plan health
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
100
Participation health
90
Knocking points off
- 137 bps in Schedule C fees — 163% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
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 CARDS, INC..
Plan sponsor
Name
HALLMARK CARDS, INC.
EIN
44-0272180
Address
2501 MCGEE TRAFFICWAY · KANSAS CITY, MO · 64108
Phone
(816) 545-2709
Industry
Wholesale Tradesee all
Plan administrator
Name
HALLMARK BENEFIT PLANS ADVISORY COMMITTEE
EIN
43-1669047
City
KANSAS CITY, MO
Phone
(816) 274-3698
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST | 04-1867445 | — | CONTRACT ADMIN/CUSTODIAN | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLP | 43-0765316 | — | PLAN AUDITOR | $9K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $46K | — |
Investments
1 pooled fund· $4.6M(95% 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 |
|---|---|---|---|
| HMK MSTR TRST-RETIREE DB FUND STATE STREET BANK & TRUST CO · EIN 04-3328262 / PN 039 | Master Trust | $4.6M | 95.2% |
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