HALLMARK UNIVERSITY, INC. 401(K) PLAN

Plan Contact

  • Address: 10401 IH-10 WEST,SAN ANTONIO,TX
  • Contact person: ROCHELLE WORTHINGTON
  • Phone: (210) 690-9000

Plan General Information

HALLMARK UNIVERSITY, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HALLMARK UNIVERSITY, INC. 401(K) PLAN is $2,970,576.00.This plan was established in 1983.

HALLMARK UNIVERSITY, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HALLMARK UNIVERSITY, INC. 401(K) PLAN is 126

HALLMARK UNIVERSITY, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HALLMARK UNIVERSITY, INC. 401(K) PLAN is $23,576.00

HALLMARK UNIVERSITY, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HALLMARK UNIVERSITY, INC. 401(K) PLAN is $2,113.00.

HALLMARK UNIVERSITY, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HALLMARK UNIVERSITY, INC. 401(K) PLAN is approximately $1,219.00
Investing in this additonal $1,219.00 for 20 years would give you extra $78,046.00, assuming a 10% annual return.

HALLMARK UNIVERSITY, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, HALLMARK UNIVERSITY, INC. 401(K) PLAN allocates $153,654.00 to match its employees' contributions, providing an employer match rate of 49.81% of their contributions

HALLMARK UNIVERSITY, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HALLMARK UNIVERSITY, INC. 401(K) PLAN is 11.49%.

HALLMARK UNIVERSITY, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HALLMARK UNIVERSITY, INC. 401(K) PLAN is 12.78%. This measures the effectiveness of the plan participants' investments in the year.

HALLMARK UNIVERSITY, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HALLMARK UNIVERSITY, INC. 401(K) PLAN is 0.36%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …