Hartford Healthcare Corporation 401(k): best low-cost funds
Hartford Healthcare 401(k) Retirement Plan · Plan #003 · Farmington, CT
Suggested simple Boglehead mix
The public data doesn't show enough index funds from this plan to suggest a full mix. A typical Boglehead approach: look in your menu for a US total market or S&P 500 index fund, an international index fund, and a US bond index fund, all with expense ratios under about 0.10%. Or use one low-cost target-date index fund. How the 3-fund portfolio works.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
Fund menu
This plan reported no named pooled funds on Schedule D, so the free data does not show its fund lineup.
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $2.7B | 94.8% |
| Insurance co. general account | $54.3M | 1.9% |
| Participant loans | $36.7M | 1.3% |
Fees paid from plan assets
| Contract administrator fees | $4,200 |
| Investment advisory & management fees | $692,265 |
| Other administrative fees | $165,437 |
| Total administrative expenses | $2.4M |
Reported administrative expenses were about 0.093% of average plan assets, or about $68 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20251007120009NAL0002645763001. EIN 222672834.
FAQ
What are the best low-cost funds in the Hartford Healthcare Corporation 401(k)?
The free public data doesn't list enough of the Hartford Healthcare Corporation plan's index funds to say. Look in your plan's fee disclosure (404a-5 notice) for a US stock index fund, an international index fund and a bond index fund with low expense ratios.
Can I build a three-fund portfolio in the Hartford Healthcare Corporation 401(k)?
Possibly. Many large plans offer the three building blocks, but the public data for this plan doesn't confirm it. A low-cost target-date index fund is a common one-fund alternative.
How big is the Hartford Healthcare Corporation 401(k) plan?
The plan reported about $2.9B in net assets and 35,390 participants with balances for plan year 2024, according to its DOL Form 5500 filing.
Where does this data come from?
From public U.S. Department of Labor Form 5500 filings (EFAST2) and, where noted, the plan's SEC Form 11-K. Data can be outdated or incomplete, and this page is not financial advice.
Other health care employers
- Kaiser Foundation Health Plan, Inc.
- Advocate Aurora Health, INC
- Laboratory Corporation Of America Holdings
- Davita Inc.
- HCA Inc.
- Kaiser Foundation Health Plan, Inc.