Tonya San Angelo signed Energy Harbor Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Energy Harbor Corp.'s EIN is 84-3992199.
Download the official 2024 Form 5500 (PDF) for Energy Harbor Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Energy Harbor Corp.'s plan includes a 401(k) feature, automatic enrollment, profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $225K | — |
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.
| % of plan | |||
|---|---|---|---|
| EXTENDED EQUITY MARKET FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3270116 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK MS ACWI EXUS INXFD F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 27-4955447 / PN 001 | Common Collective Trust | $0 | — |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | $0 | — |
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | $0 | — |
| BTC LIFEPATH 2025 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849545 / PN 001 | Common Collective Trust | $0 | — |
| BTC LIFEPATH 2030 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849592 / PN 001 | Common Collective Trust | $0 | — |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | $0 | — |
| BTC LIFEPATH 2065 O BLACKROCK INST. TRUST COMPANY, N. A · EIN 84-1858562 / PN 001 | Common Collective Trust | $0 | — |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | $0 | — |
| BTC LIFEPATH 2055 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859078 / PN 001 | Common Collective Trust | $0 | — |
| BTC LIFEPATH 2060 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1996611 / PN 001 | Common Collective Trust | $0 | — |
| BTC LIFEPATH 2040 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2858930 / PN 001 | Common Collective Trust | $0 | — |
| BTC LIFEPATH 2045 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2858957 / PN 001 | Common Collective Trust | $0 | — |
| BTC LIFEPATH 2035 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849635 / PN 001 | Common Collective Trust | $0 | — |
| TRP STABLE VALUE B T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $0 | — |
| BTC LIFEPATH RET O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859118 / PN 001 | Common Collective Trust | $0 | — |
| BTC LIFEPATH 2050 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859039 / PN 001 | Common Collective Trust | $0 | — |
| SSGA |
| 81-4017137 |
| — |
| INVESTMENT ADVISOR |
| $45K |
| — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOBER MARKEY FEDOROVICH | 34-1523030 | — | ACCOUNTANT/AUDITOR | $21K | — |
