Jerome Garcia signed New Mexico Electricians Retirement Benefit Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Mexico Electricians Retirement Benefit Fund's EIN is 51-6105542.
Download the official 2024 Form 5500 (PDF) for New Mexico Electricians Retirement Benefit Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Mexico Electricians Retirement Benefit Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOK FINANCIAL | 73-0780382 | — | NONE OTHER THAN CONTRACT | $278K | — |
| ULRICH CONSULTING GROUP | 45-3972125 | — | NONE | $108K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $88K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $235.4M | 98.4% | |
| CALLAN GLIDEPATH 2030 FUND WILMINGTON TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $40.6M | 17.0% | |
| CALLAN GLIDEPATH 2035 FUND WILMINGTON TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $39.5M | 16.5% | |
| CALLAN GLIDEPATH 2040 FUND WILMINGTON TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $27.9M | 11.6% | |
| CALLAN GLIDEPATH 2025 FUND WILMINGTON TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $27.3M | 11.4% | |
| CALLAN GLIDEPATH 2045 FUND WILMINGTON TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $22.5M | 9.4% | |
| CALLAN GLIDEPATH RTMT WILMINGTON TRUST · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $16.9M | 7.1% | |
| CALLAN GLIDEPATH 2020 FUND WILMINGTON TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $14.7M | 6.1% | |
| CALLAN GLIDEPATH 2050 FUND WILMINGTON TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $13.6M | 5.7% | |
| CALLAN GLIDEPATH 2015 FUND WILMINGTON TRUST · EIN 26-0257888 / PN 101 | Common Collective Trust | — | — | $7.1M | 3.0% | |
| CALLAN GLIDEPATH 2055 FUND WILMINGTON TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $6.3M | 2.6% | |
| CALLAN GLIDEPATH 2060 FUND WILMINGTON TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $4.9M | 2.0% |
| 46-0619194 |
| — |
| NONE |
| $41K |
| — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $25K | — |
| LAW OFFICE OF JUSTIN LESKY | — | ALBUQUERQUE, NM | NONE | $16K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE | $15K | — |
| KELLEY LAW GROUP | — | PHOENIX, AZ | NONE | $15K | — |
| LETTERSTREAM | — | SCOTTSDALE, AZ | NONE | $7K | — |
