Hallmark Inns and Resorts 401(k) match, vesting and fees
What Hallmark Inns and Resorts' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Geffen Mesher & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,100 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Hallmark Inns and Resorts: employer contribution per participant | $1,297 | |
| Peer median | $935 |
| Hallmark Inns and Resorts: average balance | $43,376 | |
| Peer median | $24,052 |
| Hallmark Inns and Resorts: admin expenses ÷ assets | 0.76% | |
| Peer median | 0.61% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.4M at the end of plan year 2021 to $5.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 292 | $5.6M | $169K | $1,297 | 0.76% | Not published | Form 5500 ↗ |
| 2023 | 289 | $4.9M | $146K | $1,068 | 1.02% | Not published | Form 5500 ↗ |
| 2022 | 376 | $4.3M | $141K | $659 | 1.01% | Not published | Form 5500 ↗ |
| 2021 | 328 | $3.4M | $113K | $538 | 0.25% | Not published | Form 5500 ↗ |
Other Hallmark Inns and Resorts plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Geffen Mesher (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Hallmark Inns and Resorts match 401(k) contributions?
The match terms for the Hallmark Inns 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $169K in employer contributions, about $1,297 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hallmark Inns and Resorts 401(k) match vested?
The vesting schedule for the Hallmark Inns 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hallmark Inns and Resorts 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Hallmark Inns & Resorts, Inc..
I left Hallmark Inns and Resorts. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hallmark Inns & Resorts, Inc., (503) 635-4555) or the recordkeeper, The Vanguard Group, Inc.. The Hallmark Inns and Resorts old 401(k) page lists the contacts from every plan filing. Find an old Hallmark Inns and Resorts 401(k)
Data from the public Form 5500 annual reports Hallmark Inns and Resorts filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hallmark Inns and Resorts. Not financial advice. Report a correction · Methodology