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Original filing (PDF)20250627121811NAL0009401921001
ENBRIDGE EMPLOYEE SERVICES, INC.
Form 5500
FILING_RECEIVED
ENBRIDGE EMPLOYEE SERVICES, INC. EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Signals · 2
21% employer stockNo recordkeeper disclosed
Active participants
7,116
Accounts w/ balance
8,309
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
26 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 21% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENBRIDGE EMPLOYEE SERVICES, INC..
Plan sponsor
Name
ENBRIDGE EMPLOYEE SERVICES, INC.
EIN
76-0697621
Address
915 N. ELDRIDGE PARKWAY · SUITE 1100 · HOUSTON, TX · 77056
Phone
(713) 627-5400
Industry
Admin Support & Waste Mgmtsee 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
2025-06-27
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE TRUST COMPANY | 52-6559833 | — | NONE | $247K | — |
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | NONE | $155K | — |
| FIDUCIARY INVESTMENT ADVISORS | — | WINDSOR, CT | NONE | $48K | — |
| FIDUCIENT ADVISORS | — | CHICAGO, IL | NONE | $24K | — |
Investments
12 direct securities · 26 pooled funds· $1.8B(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.
Common Collective Trust
$1.1B
26 holdings
Uncategorized
$737.4M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1 Enbridge Inc. StockTotal investments Common stock | — | — | — | $384.9M | 20.9% | |
| BLACKROCK EQUITY INDEX FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $224.2M | 12.2% | |
| BLACKROCK LIFEPATH INDEX 2030 FD N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1498398 / PN 001 | Common Collective Trust | — | — | $100.2M | 5.4% | |
| BLACKROCK LIFEPATH INDEX RET FD N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1458076 / PN 001 | Common Collective Trust | — | — | $96.6M | 5.2% | |
| BLACKROCK LIFEPATH INDEX 2045 FD N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1546505 / PN 001 | Common Collective Trust | — | — | $95.2M | 5.2% | |
| BLACKROCK LIFEPATH INDEX 2035 FD N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1513534 / PN 001 | Common Collective Trust | — | — | $92.5M | 5.0% | |
| BLACKROCK LIFEPATH INDEX 2040 FD N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1532549 / PN 001 | Common Collective Trust | — | — | $91.1M | 4.9% | |
| BLACKROCK LIFEPATH INDEX 2050 FD N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1562543 / PN 001 | Common Collective Trust | — | — | $83.5M | 4.5% | |
| BLACKROCK RUSSELL 1000 GR T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3405567 / PN 001 | Common Collective Trust | — | — | $80.9M | 4.4% | |
| Vanguard Federal Money Market Fund Short-term investments | — | — | — | $69.7M | 3.8% | |
| 1 T. Rowe Price Blue Chip Growth Fund Registered investment fund | — | — | — | $69.4M | 3.8% | |
| BLACKROCK EXTENDEND EQUITY MARKET K BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 94-3199860 / PN 001 | Common Collective Trust | — | — | $59.0M | 3.2% | |
| BLACKROCK LIFEPATH INDEX 2055 FD N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1578259 / PN 001 | Common Collective Trust | — | — | $58.3M | 3.2% | |
| 1 T. Rowe Price Government Money Short-term investments 165 1 T. Rowe Price Mid-Cap Growth Fund Registered investment fund | — | — | — | $54.7M | 3.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $39.9M | 2.2% | |
| Dodge & Cox Income X Registered investment fund | — | — | — | $37.7M | 2.0% | |
| Vanguard Equity-Income Adm Registered investment fund | — | — | — | $36.1M | 2.0% | |
| BLACKROCK MSCI ACWI EX-US INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $28.8M | 1.6% | |
| MFS Institutional International Equity Fund Registered investment fund | — | — | — | $25.7M | 1.4% | |
| 1 Notes receivable from participants through 2033 — | — | — | — | $24.7M | 1.3% | |
| T. Rowe Price Institutional Small-Cap Stock 1 Fund Registered investment fund | — | — | — | $20.3M | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2060 FD N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1592041 / PN 001 | Common Collective Trust | — | — | $19.6M | 1.1% | |
| BLACKROCK U.S. DEBT INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $17.3M | 0.9% | |
| BLACKROCK RUSSELL 1000 VALUE T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3405569 / PN 001 | Common Collective Trust | — | — | $11.4M | 0.6% | |
| (thousands of dollars) Dodge & Cox International Stock Fund Registered investment fund | — | — | — | $8.9M | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2065 FD N BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1845096 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.4% | |
| Hartford Schroders Emerging Markets Equity Fund Registered investment fund | — | — | — | $3.7M | 0.2% | |
| Schwab Personal Choice Retirement Account Short-term investments | — | — | — | $1.7M | <0.1% | |
| BLACKROCK LIFEPATH IND 2025 O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-2849545 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH IND 2030 O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-2849592 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH IND 2065 O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 84-1858562 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH IND 2035 O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-2849635 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH IND 2045 O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-2858957 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH IND 2050 O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-2859039 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH IND 2055 O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-2859078 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH IND 2060 O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 47-1996611 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX RET FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-2859118 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH IND 2040 O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-2858930 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |