Hartford Funds — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hartford Funds is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $13,092 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $13,092
- Reported indirect compensation
- $0
- Total reported compensation
- $13,092
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Bmo Financial Corp. | IL | 1 | $13,092 |
| Sam Carbis Solutions Group, LLC | SC | 1 | $0 |
State footprint
Plans reporting Hartford Funds are sponsored in IL (1), SC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bmo Financial Corp. | Bmo 401(K) Savings Plan | 2023 | $13,092 | not reported in the loaded dataset |
| Sam Carbis Solutions Group, LLC | Sam Carbis Solutions Group, LLC 401(K) Plan | 2023 | $0 | $0 |