# Hartford Healthcare Corporation 401(k) Plan
Source: https://planprovider.pro/companies/hartford-healthcare-corporation-401k-plan

> Hartford Healthcare Corporation&#39;s 401(k) plan: 2,571 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — NONE

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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