Plan Snapshot
- Plan Sponsor: Energy Harbor Corp.
- Sponsor EIN: 843992199
- Sponsor Address: 168 E. MARKET STREET, AKRON, OH, 44308
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,051
- Total Assets: $681.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 2,051 | $681.6M | $33.2M | $32.2M |
| 2022 | 2,295 | $630.2M | $34.1M | $35.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $228,092 | — | $228,092 |
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $118,271 | — | $118,271 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $89,995 | — | $89,995 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $436,358
- Estimated Expense Ratio: 0.064% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $504,065 | $235,007 | $1,200 | — | — |
| 2022 | $535,817 | $237,627 | — | — | — |