Original filing (PDF)20240919124812NAL0008272320001

TRUDY'S HALLMARK

Name: TRUDY'S HALLMARK — TRUDY'S HALLMARK 401(K) PLAN, Form 5500 (2023)
Creator: TRUDY'S HALLMARK

Form 5500-SF

FILING_RECEIVED

TRUDY'S HALLMARK 401(K) PLAN

401(k) retirement plan

Active participants

105

Accounts w/ balance

119

Plan assets (EOY)

$887K

Net assets (EOY)

$887K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUDY'S HALLMARK.

Plan sponsor

Name

TRUDY'S HALLMARK

EIN

45-2189806

Address

6930 SIGNAT DR · HOUSTON, TX · 770412719

Phone

(281) 780-0167

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

MERIWETHER FIELD GEAR LLC

MERIWETHER 401(K) PLAN

$891K · 5 participants

PROCUREMENT CONCEPTS, INC.

PROCUREMENT CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN TRUST

$893K · 9 participants

SIGHTSEEING LLC

SIGHTSEEING 401(K) PLAN

$879K · 18 participants

PROPERTY SERVICES

PROPERTY SERVICES 401(K) PLAN

$877K · 9 participants

JIM SHORE DESIGNS, INC.

JIM SHORE DESIGNS, INC. 401K PLAN

$900K · 4 participants