New Hope Community, Inc.'s EIN is 22-2871755.
Download the official 2024 Form 5500 (PDF) for New Hope Community, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Hope Community, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | — | NEW YORK, NY | INVESTMENT ADVISORS | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC PENSION SERVICES, LLC | 14-1836262 | SELKIRK, NY | THIRD PARTY ADMIN | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR 2,366 shares | Common Collective Trusts | — | $863K | $1.4M | 9.1% | |
| Cash and money market accounts in various institutions Cash and money market accounts | Cash / Money Market | — | $290K | $290K | 1.9% | |
| MICROSOFT CORP 616 shares | Common Stocks | — | $57K | $260K | 1.7% | |
| UNITED STATES TREASURY NOTES Current yield at 0.50% due on February 28, 2026 | U.S. Treasuries | — | $166K | $164K | 1.1% | |
| ISHARES CORE S&P MIDCAP ETF 2,565 shares | Other securities | — | $93K | $160K | 1.1% | |
| WISDOMTREE U.S. LARGECAP DIVID FUND ETF 2,035 shares | Other securities | — | $99K | $158K | 1.0% | |
| EVERSOURCE ENERGY NTS $148,000 par value at 5.85% due on April 15, 2031 | Bonds / Notes | — | $149K | $152K | 1.0% | |
| NATL RURAL UTILS COOP 5BP FIN CORP $150,000 par value at 4.85% due on February 7, 2029 | Bonds / Notes | — | $148K | $150K | 1.0% | |
| BROADCOM INC. 636 shares | Common Stocks | — | $48K | $147K | 1.0% | |
| THERMO FISHER SCIENTIFIC $122,000 par value at 5.20% due on January 31, 2034 | Bonds / Notes | — | $128K | $122K | 0.8% | |
| ISHARES RUSSELL 1000 VALUE ETF 645 shares | Common Collective Trusts | — | $76K | $119K | 0.8% | |
| ISHARES RUSSELL 2000 ETF 529 shares | Common Collective Trusts | — | $74K | $117K | 0.8% | |
| UNITED STATES TREASURY NOTES Current yield at 2.75% due on April 30, 2027 | U.S. Treasuries | — | $117K | $115K | 0.8% | |
| ASTRAZENECA PLC B/E $108,000 par value at 3.375% due on November 16, 2025 | Bonds / Notes | — | $104K | $107K | 0.7% | |
| MITSUBISHI UFJ FINL $108,000 par value at 3.677% due on February 22, 2027 | Bonds / Notes | — | $103K | $106K | 0.7% | |
| CANADIAN IMPERIAL BANK $106,000 par value at 3.945% due on August 4, 2025 | Bonds / Notes | — | $104K | $106K | 0.7% | |
| SEMPRA ENERGY NTS B/E $110,000 par value at 3.40% due on February 1, 2028 | Bonds / Notes | — | $102K | $105K | 0.7% | |
| SOUTHERN CAL EDISON NTS $100,000 par value at 5.85% due on November 1, 2027 | Bonds / Notes | — | $103K | $103K | 0.7% | |
| NEXTERA ENERGY CAPITAL $100,000 par value at 5.00% due on July 15, 2032 | Bonds / Notes | — | $101K | $98K | 0.6% | |
| NVIDIA CORP 724 shares | Common Stocks | — | $80K | $97K | 0.6% | |
| AMAZON.COM INC. 439 shares | Common Stocks | — | $40K | $96K | 0.6% | |
| UNITED HEALTH GROUP INC $100,000 par value at 4.50% due on April 15, 2033 | Bonds / Notes | — | $100K | $95K | 0.6% | |
| T-MOBILE USA INC B/E $90,000 par value at 5.75% due on January 15, 2034 | Bonds / Notes | — | $92K | $92K | 0.6% | |
| APPLE INC. 363 shares | Common Stocks | — | $42K | $91K | 0.6% | |
| UNITED STATES TREASURY NOTES Current yield at 2.625% due on January 31, 2026 | U.S. Treasuries | — | $95K | $88K | 0.6% | |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION (FNMA) $146,000 par value at 2.50% due on July 1, 2051 | Agency / Mortgage-Backed | — | $111K | $88K | 0.6% | |
| UNITED STATES TREASURY NOTES Current yield at 1.125% due on February 28, 2027 | U.S. Treasuries | — | $92K | $84K | 0.6% | |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION (FNMA) $135,000 par value at 2.00% due on July 1, 2051 | Agency / Mortgage-Backed | — | $108K | $84K | 0.6% | |
| UNITED STATES TREASURY NOTES Current yield at 1.25% due on March 31, 2028 | U.S. Treasuries | — | $89K | $82K | 0.5% | |
| ACCENTURE CPTL INC NTS $84,000 par value at 4.25% due on October 4, 2031 | Bonds / Notes | — | $81K | $81K | 0.5% | |
| UNITED STATES TREASURY NOTES Current yield at 4.625% due on October 15, 2026 | U.S. Treasuries | — | $79K | $79K | 0.5% | |
| UNITED STATES TREASURY NOTES Current yield at 1.625% due on August 15, 2029 | U.S. Treasuries | — | $83K | $75K | 0.5% | |
| NVIDIA CORP 550 shares | Common Stocks | — | $7K | $74K | 0.5% | |
| FHLMC NTS Current yield at 5.00% due on October 23, 2028 | Agency / Mortgage-Backed | — | $74K | $74K | 0.5% | |
| UNITED STATES TREASURY NOTES Current yield at 2.375% due on May 15, 2027 | U.S. Treasuries | — | $74K | $73K | 0.5% | |
| BANK OF AMER CORP B/E $72,000 par value at 5.288% due on April 25, 2034 | Bonds / Notes | — | $73K | $72K | 0.5% | |
| TESLA INC. 175 shares | Common Stocks | — | $30K | $71K | 0.5% | |
| AIR LEASE CORP $78,000 par value at 3.00% due on February 1, 2030 | Bonds / Notes | — | $71K | $70K | 0.5% | |
| META PLATFORMS INC. CL A 119 shares | Common Stocks | — | $36K | $70K | 0.5% | |
| SOUTHWESTREN ENERGY CO NTS B/E $70,000 par value at 5.375% due on February 1, 2029 | Bonds / Notes | — | $67K | $69K | 0.5% | |
| UNITED STATES TREASURY NOTES Current yield at 3.625% due on September 30, 2031 | U.S. Treasuries | — | $65K | $64K | 0.4% | |
| UNITED STATES TREASURY NOTES Current yield at 4.50% due on May 15, 2027 | U.S. Treasuries | — | $63K | $63K | 0.4% | |
| APPLE INC. 248 shares | Common Stocks | — | $32K | $62K | 0.4% | |
| UNITED STATES TREASURY NOTES Current yield at 1.75% due on January 31, 2029 | U.S. Treasuries | — | $66K | $60K | 0.4% | |
| ORACLE CORP 360 shares | Common Stocks | — | $31K | $60K | 0.4% | |
| TJX COS INC. NEW 496 shares | Common Stocks | — | $38K | $60K | 0.4% | |
| GOLDMAN SACHS GROUP INC. $54,000 par value at 6.561% due on October 24, 2034 | Bonds / Notes | — | $59K | $58K | 0.4% | |
| META PLATFORMS INC. CL A 99 shares | Common Stocks | — | $14K | $58K | 0.4% | |
| ALPHABET INC. CL A 304 shares | Common Stocks | — | $10K | $58K | 0.4% | |
| ( b ) ( c ) ( d ) ( e ) PACIFIC GAS & ELEC CO B/E $56,000 par value at 3.45% due on July 1, 2025 | Bonds / Notes | — | $53K | $56K | 0.4% |
