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Original filing (PDF)20251014075649NAL0001092227001
HALLMARK UNIVERSITY, INC.
Form 5500
FILING_RECEIVED
HALLMARK UNIVERSITY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
83% in single holdingNo recordkeeper disclosed
Active participants
160
Accounts w/ balance
163
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VARIABLE INVESTMENT FUNDS (no filing on disk)]" is 83% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALLMARK UNIVERSITY, INC..
Plan sponsor
Name
HALLMARK UNIVERSITY, INC.
EIN
45-4620000
Address
9855 WESTOVER HILLS BLVD. · SAN ANTONIO, TX · 78251
Phone
(210) 690-9000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SST ACCOUNTANTS & CONSULTANTS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK | 61-1758632 | — | INVESTMENT ADVISORY | $15K | — |
| VOYA RETIREMENT INS. & ANNUITY CO | 71-0294708 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ALLOCATION COMPANY | 76-0354750 | — | TPA | $2K | — |
Investments
2 pooled funds· $3.4M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE INVESTMENT FUNDS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.9M | 81.5% | |
| FIXED ACCOUNT INVESTMENT FUNDS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $584K | 16.7% |
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