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Sponsor portfolio

FERNANDEZ HOLDINGS, INC

EIN 27-5560752-investment management-Latest filing 2025
Plans
3
Retirement
1
$121.4M assets
Welfare
2
$1.4M premiums
Participants
7,986
1029 N. SWARTHMORE AVE - PACIFIC PALISADES, CA 90272310-593-0798fernandezholdings.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
3 filings
#001401k-$121.4M - 3,631 part#501Fully Insured-$1.4M - 3,270 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 3,270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Other$1.4M
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIASTAR LIFE INSURANCE COMPANY100%
Total $1.4M1 slice

Broker market share

Schedule A broker compensation

Split broker
97%top
  • EDGEWOOD PARTNERS INSURANCE CENTER97%
  • BENE RE LLC3%
Total $175K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FERNANDEZ HOLDINGS, INC. 401(K) PLAN

401k

Assets$121.4M
Participants3,631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FERNANDEZ HOLDINGS, INC. WELFARE BENEFITS PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives3,270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FERNANDEZ HOLDINGS HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FERNANDEZ HOLDINGS, INC. 401(K) PLAN401k$121.4M3,6312024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FERNANDEZ HOLDINGS, INC. WELFARE BENEFITS PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$1.4M3,2702025
502FERNANDEZ HOLDINGS HEALTH PLANSelf Funded-$002024
Retirement plans
Welfare plans
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