What public Form 5500 filings show about the Fernandez Holdings, Inc. 401(k) plan — and how to find and check your own account.
Fernandez Holdings, Inc. (EIN 27-5560752) reports FERNANDEZ HOLDINGS, INC. 401(K) PLAN on its most recent Form 5500, with $121.4M in plan assets across 3,228 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Fernandez Holdings, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Fernandez Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VISION SERVICE PLAN, KILPATRICK TOWNSENT & STOCKTON, COMPLETE WELLNESS, WEX HEALTH, ANTHEM BLUE CROSS LIFE AND HEALTH, MORGANSTANLEYSMITHBARNEYLLC.
