HELP - New Mexico, Inc.'s EIN is 85-0194018.
Download the official 2022 Form 5500 (PDF) for HELP - New Mexico, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)HELP - New Mexico, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY FINANCIAL RESOURCES | 48-1236469 | TOPEKA, KS | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Security Benefit Fixed Income Option | Other securities | — | — | $336K | 22.5% | |
| Invesco Equity and Income Fund | Mutual Funds | — | — | $139K | 9.3% | |
| American Funds New World Fund 344 Federated Bond Fund | Mutual Funds | — | — | $119K | 8.0% | |
| Templeton Global Bond Fund 181 Guggenheim Total Return Bond Fund | Mutual Funds | — | — | $117K | 7.8% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $112K | 7.5% | |
| JPMorgan Small Cap Value Fund | Other securities | — | — | $97K | 6.5% | |
| Allspring Special Mid Cap Value Fund 312 JPMorgan U.S. Government Money Market Fund | Cash / Money Market | — | — | $88K | 5.9% | |
| PIMCO Income Fund 262 T. Rowe Price Growth Stock Fund | Mutual Funds | — | — | $83K | 5.5% | |
| Fidelity Advisor Real Estate Fund | Mutual Funds | — | — | $78K | 5.2% | |
| BNY Mellon S&P 500 Index Fund | Common Collective Trusts | — | — | $74K | 4.9% | |
| T. Rowe Price QM U.S. Small Cap Growth Equity Fund | Other securities | — | — | $68K | 4.6% | |
| Pioneer Bond Fund | Other securities | — | — | $37K | 2.4% | |
| AMG River Road Mid Cap Value Fund | Other securities | — | — | $36K | 2.4% | |
| Participants Participant Loans Rates at 4.50% - | Bonds / Notes | — | — | $25K | 1.7% | |
| Invesco Dividend Income Fund | Mutual Funds | — | — | $25K | 1.6% | |
| PIMCO Stockplus Small Fund | Mutual Funds | — | — | $11K | 0.7% | |
| JPMorgan Equity Income 736 JPMorgan Mid Cap Growth 103 JPMorgan US Small Company 113 PIMCO High Yield Spectrum Fund | Mutual Funds | — | — | $10K | 0.7% | |
| American Funds Washington Mutual Investors Fund 95 Janus Henderson Enterprise Fund | Mutual Funds | — | — | $7K | 0.5% | |
| JPMorgan U.S. Research Enhanced Equity Fund | Other securities | — | — | $6K | 0.4% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $5K | 0.3% | |
| Loomis Sayles Global Allocation Fund 967 Janus Henerson Triton Fund | Mutual Funds | — | — | $5K | 0.3% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $4K | 0.3% | |
| Janus Henderson Global Research Fund | Mutual Funds | — | — | $3K | 0.2% | |
| Goldman Sachs Emerging Markets Equity Insights | Other securities | — | — | $2K | 0.2% | |
| Allspring Large Cap Core Fund | Other securities | — | — | $2K | 0.1% | |
| T. Rowe Price Retirement 2030 Fund 207 T. Rowe Price Retirement 2045 Fund 705 T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
