# Energy Harbor Corp. 401(k) Plan
Source: https://planprovider.pro/companies/energy-harbor-corp-401k-plan

> Energy Harbor Corp.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Energy Harbor Corp.

- **Sponsor EIN:** 843992199

- **Sponsor Address:** 168 E. MARKET STREET, AKRON, OH, 44308

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2024|0|$0|$13.9M|$31.7M|

| 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.|ADVISOR|$456,184|—|$456,184|

| CAPFINANCIAL PARTNERS, LLC|INVESTMENT ADVISOR|$236,542|—|$236,542|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$179,990|—|$179,990|

| BOBER MARKEY FEDOROVICH AND COMPANY|Auditor|$20,750|—|$20,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BOBER MARKEY FEDOROVICH AND COMPANY](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $893,466

### 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|

| 2024|$465,343|$325,304|$2,400|$20,750|—|

| 2023|$504,065|$235,007|$1,200|—|—|

| 2022|$535,817|$237,627|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/energy-harbor-corp-401k-plan)

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