Plan Snapshot
- Plan Sponsor: Hartford Health Care Corporation
- Sponsor EIN: 061557358
- Sponsor Address: PO BOX 300, MANCHESTER, CT, 060450300
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $28.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 322 | $28.9M | $792,536 | $1.6M |
| 2023 | 316 | $24.9M | $757,398 | $1.4M |
| 2022 | 294 | $20.0M | $1.3M | $673,328 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $99,738 | — | $99,738 |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | $12,683 | — | $12,683 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,421
- Estimated Expense Ratio: 0.389% of plan assets
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 | $112,421 | $12,683 | — | — | — |
| 2023 | $55,795 | $8,862 | — | — | — |
| 2022 | $81,223 | $57,049 | $24,174 | — | — |