ALMA Flores signed HM Electronics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HM Electronics, Inc.'s EIN is 95-2702218.
Download the official 2024 Form 5500 (PDF) for HM Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HM Electronics, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $51K | — |
| STRATEGIC ADVISORS, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $12K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $10.9M | 12.1% | |
| New York Life New York Life Anchor Account N/R | Pooled Separate Accounts | — | — | $9.5M | 10.6% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $9.5M | 10.6% | |
| NVN W LG CAP GR S SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $9.5M | 10.6% | |
| BlackRock LifePath Index Retirement Fund Class K N/R | Other securities | — | — | $8.1M | 9.0% | |
| BlackRock LifePath Index 2035 Fund Class K N/R | Other securities | — | — | $5.3M | 6.0% | |
| BlackRock LifePath Index 2045 Fund Class K N/R | Other securities | — | — | $5.3M | 5.9% | |
| BlackRock LifePath Index 2030 Fund Class K N/R | Other securities | — | — | $4.7M | 5.2% | |
| BlackRock LifePath Index 2055 Fund Class K N/R | Other securities | — | — | $3.8M | 4.2% | |
| BlackRock LifePath Index 2040 Fund Class K N/R | Other securities | — | — | $3.5M | 3.9% | |
| J.P Morgan Core Bond Fund Class R6 N/R | Other securities | — | — | $3.1M | 3.5% | |
| American Funds American Balanced Fund R-6 N/R | Mutual Funds | — | — | $2.6M | 2.9% | |
| BlackRock LifePath Index 2050 Fund Class K N/R | Other securities | — | — | $2.4M | 2.7% | |
| MFS Value Fund Class R3 N/R | Mutual Funds | — | — | $2.0M | 2.2% | |
| MFS International Diversification Fund Class R6 N/R | Mutual Funds | — | — | $1.9M | 2.1% | |
| MassMutual Select Mid Cap Growth Fund Class R5 N/R | Other securities | — | — | $1.8M | 2.0% | |
| Victory Sycamore Established Value Fund Class R N/R | Other securities | — | — | $1.8M | 2.0% | |
| American Funds EuroPacific Growth Fund Class R-6 N/R | Mutual Funds | — | — | $1.5M | 1.7% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| BlackRock LifePath Index 2060 Fund Class K N/R | Other securities | — | — | $1.5M | 1.6% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.4M | 1.5% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50%; maturing $0 | Bonds / Notes | — | — | $1.4M | 1.5% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 1.4% | |
| PGIM Total Return Bond Fund N/R | Other securities | — | — | $1.2M | 1.3% | |
| Vanguard Real Estate Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $931K | 1.0% | |
| Victory Sycamore Small Company Opportunity Fund N/R | Common Stocks | — | — | $833K | 0.9% | |
| Loomis Sayles Funds Small Cap Growth Fund Institutional Class N/R | Other securities | — | — | $755K | 0.8% | |
| Principal Diversified Income Fund Institutional Class N/R | Other securities | — | — | $593K | 0.7% | |
| Self-Directed Brokerage Accounts * Fidelity BrokerageLink Self-directed brokerage accounts N/R | Self-Directed Brokerage | — | — | $434K | 0.5% | |
| Principal Diversified Real Asset CIT Tier 3 N/R | Common Collective Trusts | — | — | $118K | 0.1% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $118K | 0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund - Class K6 N/R | Mutual Funds | — | — | $47K | <0.1% |
