Plan Ledger DOL Form 5500 · updated monthly

Hartford Health Care Corporation401(k)

ASM/METRO/AETNA 401(K) PLAN · MANCHESTER, CT · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Hartford Health Care Corporation reported $112,421 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,461 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.36% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 441st-largest of 1,106 plans among Connecticut employers on file, and 2,462nd of 4,798 in finance & insurance. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,896,861
Participants with balances454
Active participants322
Employer contributions$792,536
Employee contributions$1,558,598
Employer contribution per active participant$2,461
Average account balance$63,649
Benefits paid to participants$1,342,621
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.9M · 454 accts · $793K emplr
2023$24.9M · 426 accts · $757K emplr
2022$20.0M · 379 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,738
Investment management$12,683
Total administrative$112,421
The Hartford Health Care Corporation 401(k) match · 2024
Employer contribution per active participant$2,461
Median for plans this size$2,416
2024$2,461 per active participant
2023$2,397 per active participant
2022$4,394 per active participant

Hartford Health Care Corporation's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$12,683

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$112,421 · 0.42%
2023$55,795 · 0.25%
2022$81,223 · 0.36%
Similar plansFinance & Insurance · Connecticut
Herbert J. Sims & Co., Inc. CT$30.1M · 0.24%
Torrington Savings Bank CT$28.5M · 0.45%
Salisbury Bank & Trust Co. CT$28.2M · 0.29%
Dime Bank CT$26.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061557358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.