Plan Snapshot
- Plan Sponsor: Hartford Healthcare Corporation
- Sponsor EIN: 222672834
- Sponsor Address: C/O HHC SYSTEM SUPPORT OFFICE, FARMINGTON, CT, 06032
- Plan Type: 401(k)
- Total Participants: 2,571
- Total Assets: $146.6M
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 | 2,571 | $146.6M | $4.5M | $11.7M |
| 2023 | 2,524 | $108.3M | $3.3M | $8.9M |
| 2022 | 1,960 | $88.0M | $3.2M | $8.5M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | NONE | $198,982 | — | $198,982 |
| STRATEGIC ADVISORS, INC. | NONE | $40,495 | — | $40,495 |
| FIONDELLA, MILONE & LASARACINA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — NONE
- STRATEGIC ADVISORS, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $239,477
- Estimated Expense Ratio: 0.163% 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 | $243,667 | $40,496 | — | — | — |
| 2023 | $175,105 | $27,155 | — | — | — |
| 2022 | $192,985 | $21,821 | — | — | — |