Eric J Fernandez & Co DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Eric J Fernandez & Co
  • Sponsor EIN: 363141842
  • Sponsor Address: 895 W. MAIN STREET, WEST DUNDEE, IL, 60118
  • Plan Type: DC
  • Total Participants: 30
  • Total Assets: $7.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202430$7.2M$50,040$295,508
202329$6.4M$49,432$267,130
202228$5.6M$51,191$265,781

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