Retirement plan

HARTFORD COMMUNITY LOAN FUND 403(B) PLAN

Name: HARTFORD COMMUNITY LOAN FUND, INC. - HARTFORD COMMUNITY LOAN FUND 403(B) PLAN (2025) Form 5500
Creator: HARTFORD COMMUNITY LOAN FUND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARTFORD COMMUNITY LOAN FUND 403(B) PLAN, HARTFORD COMMUNITY LOAN FUND, INC.

HARTFORD COMMUNITY LOAN FUND, INC.EIN 06-1423598Plan #001PY 2025

215 GARDEN STREET - HARTFORD, CT 06105860-296-7005LinkedIn11-50 employeesfinancial services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$601K

+26.5% from 2024

Total participants

0.0% from 2024

Average account balance

$75,187

+10.7% from 2024

Annual return

11.77%

+1.55 pp from 2024

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$601K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$75K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1283

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2L3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$933 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.706%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,187

$212,386-64.6%

$199,883-62.4%

$138,895-45.9%

Participation rate

72.7%

87.4%-14.6pp

86.8%-14.0pp

79.9%-7.2pp

Annual return

11.77%

47.75%-36.0pp

43.81%-32.0pp

145.39%-133.6pp

Employer contribution / active EE

$2,391

$6,625-63.9%

$6,261-61.8%

$4,194-43.0%

Participant deferral / active EE

$4,882

$9,617-49.2%

$9,138-46.6%

$6,396-23.7%

Admin fee / account holder

$1,283

$18,233-93.0%

$17,268-92.6%

$12,562-89.8%

HARTFORD COMMUNITY LOAN FUND 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARTFORD COMMUNITY LOAN FUND 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion