# Fernandez Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fernandez-holdings-inc-275560752-502

> Fernandez Holdings, INC.'s 401(k) plan: 1,801 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fernandez Holdings, INC.

- **Sponsor EIN:** 275560752

- **Sponsor Address:** 1029 N SWARTHMORE AVE, PACIFIC PALISADES, CA, 90272

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 1,801

- **Total Assets:** $509,757

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,801|$509,757|$16.9M|$8.4M|

| 2023|1,855|$959,878|$10.7M|$7.9M|

| 2022|1,459|$799,614|$6.0M|$8.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BENEFIT & RISK MANAGEMENT|Other Service Provider|$1,308,716|—|$1,308,716|

| ANTHEM BLUE CROSS LIFE AND HEALTH|Other Service Provider|$1,267,568|—|$1,267,568|

| RXCOMPASS (LIVINITI)|Other Service Provider|$387,025|—|$387,025|

| EDGEWOOD PARTNERS INS CENTER|Other Service Provider|$234,073|—|$234,073|

| SOUTHERN SCRIPTS|Other Service Provider|$225,820|—|$225,820|

| COMPLETE WELLNESS|Other Service Provider|$113,293|—|$113,293|

| MOSS ADAMS LLP|Other Service Provider|$57,390|—|$57,390|

| KILPATRICK TOWNSENT & STOCKTON|Other Service Provider|$47,578|—|$47,578|

| QUEST DIAGNOSTICS|Other Service Provider|$20,852|—|$20,852|

| PCM|Other Service Provider|$17,224|—|$17,224|

| VISION SERVICE PLAN|Other Service Provider|$14,720|—|$14,720|

| WEX HEALTH|ERISA Attorney|$8,540|—|$8,540|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEX HEALTH](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,702,799

- **Estimated Expense Ratio:** 726.385% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,703,605|—|$3,250,764|$57,390|—|

| 2023|$2,849,633|—|$2,490,493|$36,690|—|

| 2022|$2,425,090|—|$932,096|—|$48,684|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fernandez-holdings-inc-275560752-502)

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