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

> Fernandez Holdings, INC.'s 401(k) plan: 3,228 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)

- **Total Participants:** 3,228

- **Total Assets:** $121.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|3,228|$121.4M|$5.1M|$12.2M|

| 2023|2,862|$103.8M|$4.6M|$11.7M|

| 2022|2,033|$75.4M|$3.6M|$9.1M|

## 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|

| MORGANSTANLEYSMITHBARNEYLLC|INVESTMENT ADVISOR|$386,466|—|$386,466|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$192,099|—|$192,099|

| CLIFTONLARSONALLEN LLP|ACCOUNTANT/AUDITOR|$14,553|—|$14,553|

### Verified Provider Profiles

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

- [MORGANSTANLEYSMITHBARNEYLLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $593,118

- **Estimated Expense Ratio:** 0.489% 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|$593,118|—|$300|$14,553|—|

| 2023|$457,131|$296,887|—|$15,225|—|

| 2022|$410,117|—|—|—|—|

## Similar Plans

- [Meruelo Group LLC](https://planprovider.pro/companies/meruelo-group-llc-401k-plan) — 3,458 participants

- [Hoya Holdings, INC.](https://planprovider.pro/companies/hoya-holdings-inc-401k-plan-001-5027) — 1,889 participants

- [Westlake Services Holding Company](https://planprovider.pro/companies/westlake-services-holding-company-401k-plan) — 1,803 participants

- [The Gores Group, LLC](https://planprovider.pro/companies/the-gores-group-llc-401k-plan) — 1,388 participants

- [Sempra](https://planprovider.pro/companies/sempra-401k-plan) — 1,078 participants

- [Kyocera International, INC.](https://planprovider.pro/companies/kyocera-international-inc-401k-plan) — 1,012 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fernandez-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro