Energy Harbor 401(k) & Retirement Contribution Plan
Sponsored by Energy Harbor Corp. · EIN 843992199 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $225,137 |
| Fidelity Investments Institutional | Trustee (directed), Participant loan processing, Sub-transfer agency fees | $64,152 |
| Ssga | Investment management | $45,000 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $45,000 |
| Bober Markey Fedorovich | Accounting | $20,750 |