Search public Form 5500 filings

Plans

• planThornburg Investment Management, Incorporated 401(K) PlanFinancial statementProvider compensation2023 filing
  $145.2Mreported assets (EOY)
  Sponsor: Thornburg Investment Management, IncorporatedEIN: 85-0301299Plan: 002Participants: 358Assets: $145,174,845Net assets: $145.2MAssets / participant: $405.5KLocation: Santa Fe, NMLatest: 2023
  View financial statement →
• planPresbyterian Medical Services Discretionary Contribution PlanFinancial statementProvider compensation2023 filing
  $34.6Mreported assets (EOY)
  Sponsor: Presbyterian Medical ServicesEIN: 85-0206810Plan: 001Participants: 1,409Assets: $34,609,608Net assets: $34.6MAssets / participant: $24.6KLocation: Santa Fe, NMLatest: 2023
  View financial statement →
• planCentury Bank 401(K) PlanFinancial statementProvider compensation2023 filing
  $23.3Mreported assets (EOY)
  Sponsor: Century BankEIN: 85-0056050Plan: 001Participants: 208Assets: $23,251,323Net assets: $23.3MAssets / participant: $111.8KLocation: Santa Fe, NMLatest: 2023
  View financial statement →
• planState Employees Credit Union Of New Mexico Cash Balance Defined Benefit Plan And TrustFinancial statementProvider compensation2023 filing
  $21.5Mreported assets (EOY)
  Sponsor: State Employees Credit Union Of New MexicoEIN: 85-6010733Plan: 001Participants: 194Assets: $21,546,603Net assets: $21.5MAssets / participant: $111.1KLocation: Santa Fe, NMLatest: 2023
  View financial statement →
• planSanta Fe Preparatory School Dc Retirement PlanFinancial statementProvider compensation2023 filing
  $16.3Mreported assets (EOY)
  Sponsor: Santa Fe Preparatory SchoolEIN: 85-0165745Plan: 001Participants: 224Assets: $16,323,015Net assets: $16.3MAssets / participant: $72.9KLocation: Santa Fe, NMLatest: 2023
  View financial statement →
• planPueblo Of Pojoaque 401(K) PlanFinancial statementProvider compensation2023 filing
  $14.2Mreported assets (EOY)
  Sponsor: Pueblo Of PojoaqueEIN: 85-0219423Plan: 004Participants: 756Assets: $14,228,783Net assets: $14.2MAssets / participant: $18.8KLocation: Santa Fe, NMLatest: 2023
  View financial statement →
• planMeow Wolf 401(K) PlanFinancial statementProvider compensation2023 filing
  $11.1Mreported assets (EOY)
  Sponsor: Meow Wolf, Inc.EIN: 47-2268037Plan: 001Participants: 947Assets: $11,091,505Net assets: $11.1MAssets / participant: $11.7KLocation: Santa Fe, NMLatest: 2023
  View financial statement →
• planSommer Udall Law Firm 401(K) Profit Sharing PlanFinancial statement2023 filing
  $10.5Mreported assets (EOY)
  Sponsor: Sommer Udall Law Firm, P.A.EIN: 85-0216342Plan: 001Participants: 22Assets: $10,467,514Net assets: $10.5MAssets / participant: $475.8KLocation: Santa Fe, NMLatest: 2023
  View financial statement →