Hartford Dispensary 403(b) match, vesting and fees
What Hartford Dispensary's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Hartford Dispensary: employer contribution per participant | $3,852 | |
| Peer median | $1,468 |
| Hartford Dispensary: average balance | $54,804 | |
| Peer median | $37,786 |
| Hartford Dispensary: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.1M at the end of plan year 2021 to $14.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 333 | $14.7M | $1M | $3,852 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 331 | $13.6M | $947K | $3,698 | 0.40% | Not published | Form 5500 ↗ |
| 2022 | 334 | $12.3M | $908K | $3,337 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 329 | $14.1M | $896K | $3,569 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Hartford Dispensary match 401(k) contributions?
The match terms for the The Root Center for Advanced Recovery 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $3,852 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hartford Dispensary 401(k) match vested?
The vesting schedule for the The Root Center for Advanced Recovery 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hartford Dispensary 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Hartford Dispensary.
I left Hartford Dispensary. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hartford Dispensary, (860) 643-3200) or the recordkeeper, Empower Annuity Insurance Company O. The Hartford Dispensary old 401(k) page lists the contacts from every plan filing. Find an old Hartford Dispensary 401(k)
Data from the public Form 5500 annual reports Hartford Dispensary filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hartford Dispensary. Not financial advice. Report a correction · Methodology