Original filing (PDF)20250722112443NAL0002689905001

FERNANDEZ FINANCIAL SERVICES, PC

Name: FERNANDEZ FINANCIAL SERVICES, PC — FERNANDEZ FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FERNANDEZ FINANCIAL SERVICES, PC

Form 5500-SF

FILING_RECEIVED

FERNANDEZ FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$797K

Net assets (EOY)

$797K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FERNANDEZ FINANCIAL SERVICES, PC.

Plan sponsor

Name

FERNANDEZ FINANCIAL SERVICES, PC

EIN

85-0471868all filings

Address

9400 HOLLY AVE NE · BLDG #4 · ALBUQUERQUE, NM · 87122

Phone

(505) 839-0224

Industry