Retirement plan

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NATURAL ENERGY UTILITY CORPORATION

Name: NATURAL ENERGY UTILITY CORPORATION - SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NATURAL ENERGY UTILITY CORPORATION (2025) Form 5500
Creator: NATURAL ENERGY UTILITY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NATURAL ENERGY UTILITY CORPORATION, NATURAL ENERGY UTILITY CORPORATION

NATURAL ENERGY UTILITY CORPORATIONEIN 30-0006093Plan #001PY 2025

2560 HOODS CREEK PIKE - ASHLAND, KY 411022261606-324-3920LinkedIn1-10 employeesutilities

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+19.6% from 2024

Total participants

-7.7% from 2024

Average account balance

$232,838

+29.6% from 2024

Annual return

15.07%

-1.89 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.79M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$233K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$40

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J2T

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$480

$44 / participant

Other / not subdivided$480100.0%

% of EOY assets

0.017%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$232,838

$154,228+51.0%

$145,433+60.1%

$137,256+69.6%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

15.07%

74.59%-59.5pp

66.58%-51.5pp

220.34%-205.3pp

Employer contribution / active EE

$2,459

$4,804-48.8%

$4,554-46.0%

$4,156-40.8%

Participant deferral / active EE

$7,224

$8,216-12.1%

$7,897-8.5%

$6,407+12.8%

Admin fee / account holder

$40

$14,344-99.7%

$13,129-99.7%

$12,270-99.7%

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NATURAL ENERGY UTILITY CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NATURAL ENERGY UTILITY CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion