Original filing (PDF)20250221104258NAL0010464320001

FERNANDEZ & FERNANDEZ INSURANCE

Name: FERNANDEZ & FERNANDEZ INSURANCE — FERNANDEZ & FERNANDEZ INSURANCE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FERNANDEZ & FERNANDEZ INSURANCE

Form 5500-SF

FILING_RECEIVED

FERNANDEZ & FERNANDEZ INSURANCE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FERNANDEZ & FERNANDEZ INSURANCE.

Plan sponsor

Name

FERNANDEZ & FERNANDEZ INSURANCE