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Original filing (PDF)20251015164726NAL0005172881002
FERNANDEZ HOLDINGS, INC.
Form 5500
FILING_RECEIVED
FERNANDEZ HOLDINGS HEALTH PLAN
Health & welfare plan
Signals · 3
~72639 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
1,801
Accounts w/ balance
—
Plan assets (EOY)
$510K
Net assets (EOY)
$457K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 72639 bps in Schedule C fees — 45874% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FERNANDEZ HOLDINGS, INC..
Plan sponsor
Name
FERNANDEZ HOLDINGS, INC.
EIN
27-5560752
Address
1029 N SWARTHMORE AVE · PACIFIC PALISADES, CA · 90272
Phone
(310) 593-0798
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT & RISK MANAGEMENT | — | FOLSOM, CA | N/A | $1.3M | — |
| ANTHEM BLUE CROSS LIFE AND HEALTH | 95-4331852 | — | N/A | $1.3M | — |
| RXCOMPASS (LIVINITI) | 47-4999303 | — | N/A | $387K | — |
| EDGEWOOD PARTNERS INS CENTER | — | CONCORD, CA | N/A | $234K | — |
| SOUTHERN SCRIPTS | — | NATCHITOCHES, LA | N/A | $226K | — |
| COMPLETE WELLNESS | 32-0316067 | — | N/A | $113K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $57K | — |
| KILPATRICK TOWNSENT & STOCKTON | — | MENLO PARK, CA | N/A | $48K | — |
| QUEST DIAGNOSTICS | — | LENEXA, KS | N/A | $21K | — |
| PCM | — | — | N/A | $17K | — |
| VISION SERVICE PLAN | 94-1632821 | — | N/A | $15K | — |
| WEX HEALTH | 06-1593514 | — | N/A | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.