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Original filing (PDF)20251015145601NAL0002614115001
ENBI ROCHESTER, INC.
Form 5500
FILING_RECEIVED
ENBI 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
115
Accounts w/ balance
140
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom 2030 Mutual Fund" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENBI ROCHESTER, INC..
Plan sponsor
Name
ENBI ROCHESTER, INC.
EIN
16-1140044
Address
465 PAUL RD · ROCHESTER, NY · 146244779
Phone
(317) 604-7513
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KEMPER CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE RUTTY & COMPANY INC | 16-0620690 | — | ADVISOR | $20K | — |
Investments
27 direct securities· $10.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Mutual Fund | — | — | — | $3.4M | 31.6% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.0M | 9.8% | |
| Fidelity Freedom 2040 Mutual Fund | — | — | — | $975K | 9.2% | |
| Fidelity Freedom 2035 Mutual Fund | — | — | — | $725K | 6.8% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $604K | 5.7% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $450K | 4.2% | |
| Fidelity Freedom 2025 Mutual Fund | — | — | — | $411K | 3.9% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | — | — | — | $396K | 3.7% | |
| Fidelity Freedom 2070 Mutual Fund ** 518 Blink BrokerageLink Mutual Fund | — | — | — | $362K | 3.4% | |
| Fidelity Freedom 2055 Mutual Fund | — | — | — | $340K | 3.2% | |
| Fidelity Freedom 2050 Mutual Fund | — | — | — | $300K | 2.8% | |
| Fidelity Freedom 2045 Mutual Fund | — | — | — | $265K | 2.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $252K | 2.4% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $170K | 1.6% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $140K | 1.3% | |
| Fidelity Freedom 2020 Mutual Fund | — | — | — | $132K | 1.2% | |
| Fidelity Freedom 2065 Mutual Fund | — | — | — | $73K | 0.7% | |
| PGIM Jennsion International Opportunities Fund Mutual Fund | — | — | — | $71K | 0.7% | |
| DFA Investment Grade Portfolio Institutional Class Shares Mutual Fund | — | — | — | $70K | 0.7% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund | — | — | — | $65K | 0.6% | |
| Fidelity Freedom 2060 Mutual Fund | — | — | — | $59K | 0.6% | |
| DFA Investment Grade Portfolio IS Mutual Fund | — | — | — | $50K | 0.5% | |
| PGIM High Yield R6 Mutual Fund | — | — | — | $45K | 0.4% | |
| American Century Small Cap Value Fund Mutual Fund | — | — | — | $38K | 0.4% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $29K | 0.3% | |
| Fidelity Freedom 2015 Mutual Fund | — | — | — | $29K | 0.3% | |
| JP Morgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $6K | <0.1% |
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