Plan Snapshot
- Plan Sponsor: Hartford Dispensary
- Sponsor EIN: 060646665
- Sponsor Address: 335 BROAD ST, MANCHESTER, CT, 06040
- Plan Type: 403(b)
- Total Participants: 242
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 242 | $14.7M | $1.0M | $728,796 |
| 2023 | 249 | $13.6M | $946,773 | $669,193 |
| 2022 | 233 | $12.3M | $907,679 | $640,641 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $57,947 | $35,125 | $12,090 | — | — |
| 2023 | $51,367 | $31,541 | $10,450 | — | — |
| 2022 | $53,613 | $31,109 | $22,504 | — | — |