Back to filter
Original filing (PDF)20251015144323NAL0005167985001
ENERGY HARBOR CORP.
Form 5500
FILING_RECEIVED
ENERGY HARBOR 401(K) & RETIREMENT CONTRIBUTION PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
17 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGY HARBOR CORP..
Plan sponsor
Name
ENERGY HARBOR CORP.
EIN
84-3992199
Address
168 E. MARKET STREET · AKRON, OH · 44308
Phone
(888) 254-4769
Industry
Utilitiessee 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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BOBER MARKEY FEDOROVICH AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $64K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $225K | — |
| SSGA | 81-4017137 | — | INVESTMENT ADVISOR | $45K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $45K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOBER MARKEY FEDOROVICH | 34-1523030 | — | ACCOUNTANT/AUDITOR | $21K | — |
Investments
17 pooled funds· $0
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.
| Investment | Type | Current value | % 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 | — |