The Hartford Investment And Savings Plan
Sponsored by Hartford Fire Insurance Company · EIN 060383750 · Plan #100
- Total assets
- $7.2B
- Net assets
- $7.2B
- Active participants
- 18,645
- With balances
- 31,023
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 96% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| Leeward Investments, Llc CRD 312557 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edelman Financial Engines, Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $2,406,191 |
| Loomis Sayles Trust Company | Investment management, Soft dollars commissions | $1,596,143 |
| J.P. Morgan Investment Mgmt Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $681,256 |
| Chartwell Investment Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $648,968 |
| Insight North America, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $547,538 |
| Leeward Investments, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $516,924 |
| T. Rowe Price Associates, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $481,477 |
| Fidelity Investments Institutional | Participant loan processing, Other services, Other fees | $288,422 |
| State Street Bank And Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $120,041 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management fees (direct) | $74,418 |
| Blackrock Institutional Trust | Investment management, Direct payment from the plan, Investment management fees (direct) | $26,831 |