Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Hartford Mutual Funds
Hartford Mutual Funds
- Service provider, as named on Schedule C
- EIN 133317783
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$167,883,913
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 59 | Shareholder servicing fees | 18 |
| 28 | Investment management | 17 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 37 | Participant loan processing | 1 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Ashley Furniture Homestore 401(k) Plan | Dufresne Spencer Group Holdings | $28,822,225 | 171 | $0 |
| Bridgeview Eye Partners Retirement Savings Plan | Bridgeview Eye Partners | $24,281,896 | 988 | $0 |
| AOA 401(k) Plan | American Optometric Association | $16,638,219 | 114 | $0 |
| Iroquois Memorial Hospital and Resident Home 401(k) Plan | Iroquois Memorial Hospital and Resident Home | $14,949,751 | 267 | $0 |
| Geo-hydro Engineers 401(k) Plan | Geo-hydro Engineers | $11,804,694 | 138 | $0 |
| Sam Carbis Solutions Group, LLC 401(k) Plan | Sam Carbis Solutions Group | $9,629,075 | 140 | $0 |
| Endotronix, Inc. 401(k) Plan | Endotronix | $9,074,145 | 152 | $0 |
| CTI III LLC 401(k) Profit Sharing Plan and Trustrecordkeeper | CTI III | $8,332,823 | 117 | $0 |
| Wolfe Companies 401(k) Savings Plan | Wolfe Plumbing | $8,019,531 | 131 | $0 |
| Dvsport, Inc. 401(k) Plan | Dvsport | $7,974,317 | 106 | $0 |
| AVD 401(k) Plan | AV Delaware Holdings | $5,682,856 | 84 | $0 |
| The Cedars of Chapel Hill Club Inc. Employees 401(k) Plan | Cedars of Chapel Hill Club | $5,085,379 | 202 | $0 |
| Sender, Inc. Retirement Plan | Sender | $4,569,706 | 131 | $0 |
| Inspire Communities, LLC 401(k) Plan | Inspire Communities | $4,001,744 | 127 | $0 |
| Next Glass 401(k) Plan | Next Glass | $3,458,995 | 86 | $0 |
| PHA America, Inc. 401(k) Plan | PHA America | $3,389,244 | 305 | $0 |
| Ethos Therapy Solutions 401(k) Plan | Star Medical | $2,169,313 | 226 | $0 |
| Load Trail 401(k) Plan | Load Trail | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.