Plan Ledger DOL Form 5500 · updated monthly

The Hartford Gold Group, LLC401(k)

THE HARTFORD GOLD GROUP, LLC 401(K) PLAN · LOS ANGELES, CA · plan year 2025

Reported admin expense ratio · 2025
1.12%

The Hartford Gold Group, LLC reported $48,524 in plan administrative expenses for 2025: 1.12% of average plan assets, higher than ~75% of peers. 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 3 years on file its reported administrative ratio rose from 0.76% to 1.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (7,136th of 9,483), and 4,473rd of 4,798 in finance & insurance. active participation has shrunk from 168 to 133 since 2022.

Plan summary
Net assets, end of year$4,612,053
Participants with balances140
Active participants133
Employer contributions—
Employee contributions$938,470
Employer contribution per active participant—
Average account balance$32,943
Benefits paid to participants$1,100,716
Plan auditUnmodified (clean) audit opinion
AuditorHAROLD KERN CPA INC
Plan history4
Yearassets · accounts · employer contribution
2025$4.6M · 140 accts
2024$4.1M · 175 accts
2023$3.7M · 174 accts
2022$2.5M · 155 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$31,383
Investment management$17,141
Total administrative$48,524
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
ADP, INC. · Recordkeeping · Loan processing$31,383
WELLS FARGO · Recordkeeping · Trustee$17,093
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year3
2025ADP, Wells Fargo
2024ADP, Wells Fargo
2023ADP, Wells Fargo

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Administrative cost history4
2025$48,524 · 1.12%
2024$50,468 · 1.29%
2023$42,427 · 1.36%
2022$19,051 · 0.76%
Similar plansFinance & Insurance · California
Cherry Technologies Inc. CA$5.2M · 0.11%
Embroker Inc. CA$4.9M · 0.20%
Dma Claims, Inc. CA$4.9M · 0.53%
Vinci Brands LLC CA$4.4M · 0.08%
Data Mortage, Inc CA$4.3M · 0.54%
Peer Street, Inc. CA$4.3M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473644663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.