Fernandez Holdings, Inc. 401(k) Plan
Sponsored by Fernandez Holdings, Inc. · EIN 275560752 · Plan #001
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 3,228
- With balances
- 2,064
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morganstanleysmithbarneyllc | Investment advisory (participants) | $386,466 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $192,099 |
| Cliftonlarsonallen Llp | Accounting | $14,553 |