Plan Ledger DOL Form 5500 · updated monthly

Talcott Resolution Life, Inc.401(k)

TALCOTT 401(K) PLAN · WINDSOR, CT · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Talcott Resolution Life, Inc. reported $11,056 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,584 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 fell from 0.013% to 0.012%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 189th-largest of 1,106 plans among Connecticut employers on file, and the 972nd of 4,798 in finance & insurance. In 2024, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 490 to 565 since 2022.

Plan summary
Net assets, end of year$103,703,660
Participants with balances613
Active participants565
Employer contributions$5,980,212
Employee contributions$7,924,761
Employer contribution per active participant$10,584
Average account balance$169,174
Benefits paid to participants$5,705,773
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$103.7M · 613 accts · $6.0M emplr
2023$82.9M · 586 accts · $5.5M emplr
2022$59.9M · 528 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,056
Total administrative$11,056
The Talcott Resolution Life, Inc. 401(k) match · 2024
Employer contribution per active participant$10,584
Median for plans this size$3,635
2024$10,584 per active participant
2023$10,364 per active participant
2022$9,697 per active participant

Talcott Resolution Life, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,056

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$11,056 · 0.01%
2023$9,070 · 0.01%
2022$7,888 · 0.01%
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Source: U.S. Department of Labor, Form 5500 series, EIN 061470915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.