What public Form 5500 filings show about the The University of New Mexico Foundation 403(b). 401(k) plan — and how to find and check your own account.
The University of New Mexico Foundation 403(b). (EIN 85-0275408) reports THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B) on its most recent Form 5500, with $18.1M in plan assets across 107 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full The University of New Mexico Foundation 403(b). filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The University of New Mexico Foundation 403(b). 401(k).