Plan Snapshot
- Plan Sponsor: The Hartford Financial Services Group, INC.
- Sponsor EIN: 133317783
- Sponsor Address: ONE HARTFORD PLAZA, HARTFORD, CT, 06155
- Plan Type: DB
- Total Participants: 6,527
- Total Assets: $3.4B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,527 | $3.4B | $0 | $0 |
| 2023 | 7,034 | $3.6B | $0 | $0 |
| 2022 | 7,529 | $3.5B | $0 | $0 |
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 |
|---|---|---|---|---|
| FMR LLC | Other Service Provider | $1,086,094 | — | $1,086,094 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $340,245 | — | $340,245 |
| MERCER INVESTMENTS LLC | Investment Advisor | $296,290 | — | $296,290 |
| MERCER (US) LLC | Other Service Provider | $74,400 | — | $74,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENTS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,797,029
- Estimated Expense Ratio: 0.053% 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 | $4,244,537 | $296,290 | — | — | — |
| 2023 | $13,854,145 | $4,244,258 | — | — | — |
| 2022 | $24,397,374 | $4,594,652 | — | — | $2,333,742 |