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Original filing (PDF)20250902084617NAL0024170672001
TALCOTT RESOLUTION LIFE, INC.
Form 5500
FILING_RECEIVED
TALCOTT 401(K) PLAN
401(k) retirement plan
Active participants
565
Accounts w/ balance
613
Plan assets (EOY)
$103.7M
Net assets (EOY)
$103.7M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TALCOTT RESOLUTION LIFE, INC..
Plan sponsor
Name
TALCOTT RESOLUTION LIFE, INC.
EIN
06-1470915
Address
1 GRIFFIN ROAD NORTH · WINDSOR, CT · 06095
Phone
(860) 791-0018
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Investments
33 direct securities · 1 pooled fund· $103.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$98.6M
33 holdings
Common Collective Trust
$4.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par or Maturity Value Cost ** Value * Fidelity 500 Index Fund Mutual Fund | — | — | — | $16.9M | 16.3% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $8.6M | 8.2% | |
| PGIM Jennison Growth Fund Mutual Fund | — | — | — | $6.5M | 6.2% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $6.3M | 6.1% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $5.5M | 5.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.9M | 4.8% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $4.7M | 4.5% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $3.8M | 3.7% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $3.8M | 3.6% | |
| Fidelity Mid-Cap Index Fund Mutual Fund | — | — | — | $3.7M | 3.6% | |
| American Funds Washington Mutual Investors Fund Mutual Fund | — | — | — | $3.4M | 3.3% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $3.3M | 3.2% | |
| Fidelity Small-Cap Index Fund Mutual Fund | — | — | — | $2.8M | 2.7% | |
| BlackRock Mid-Cap Growth Equity Fund Mutual Fund | — | — | — | $2.7M | 2.6% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $2.6M | 2.5% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $2.3M | 2.2% | |
| Fidelity Freedom Index 2070 Fund Mutual Fund ** 64 Vanguard VMMR-Federal Money Market Fund Money Market Fund | — | — | — | $2.2M | 2.1% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $2.1M | 2.0% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $1.9M | 1.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.8M | 1.8% | |
| PGIM Total Return Bond Fund Mutual Fund | — | — | — | $1.8M | 1.8% | |
| Putnam SM Cap Growth R6 Mutual Fund | — | — | — | $1.7M | 1.7% | |
| Participant loans Interest rates of 3.25% to 9.50% - | — | — | — | $1.6M | 1.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $1.4M | 1.4% | |
| Delaware Emerging Markets Fund Mutual Fund | — | — | — | $1.2M | 1.2% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | — | — | — | $1.2M | 1.1% | |
| PIMCO International Bond Fund (USD-Hedged) Mutual Fund | — | — | — | $1.1M | 1.0% | |
| Dodge & Cox Stock Fund I Mutual Fund | — | — | — | $1.0M | 1.0% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $778K | 0.7% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $737K | 0.7% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $626K | 0.6% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $411K | 0.4% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $110K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund | — | — | — | $82K | <0.1% |
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