Fernandez Holdings Inc.
Plan context: Fernandez Holdings Inc. 401(K) Plan
EIN 27-5560752 • Pacific Palisades, CA • 21 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3,228
2024 Assets
$121,890,028
2024 Contributions
$43,825,617
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 3,228 | $121,890,028 | $43,825,617 | $13,577iApproximate average salary by contribution assumption: employee only about $339,418 at 4% or $226,278 at 6%; with 50% employer match about $226,278 at 4% or $150,852 at 6%; with 100% employer match about $169,709 at 4% or $113,139 at 6%. |
| Fernandez Holdings Inc. 401(K) Plan | - | 3,228 | $121,380,271 | $18,493,521 | $5,729iApproximate average salary by contribution assumption: employee only about $143,227 at 4% or $95,485 at 6%; with 50% employer match about $95,485 at 4% or $63,657 at 6%; with 100% employer match about $71,614 at 4% or $47,742 at 6%. |
| Fernandez Holdings Health Plan | - | 1,801 | $509,757 | $25,332,096 | $14,066iApproximate average salary by contribution assumption: employee only about $351,639 at 4% or $234,426 at 6%; with 50% employer match about $234,426 at 4% or $156,284 at 6%; with 100% employer match about $175,820 at 4% or $117,213 at 6%. |
| Fernandez Holdings Inc. Welfare Benefits Plan | - | 2,694 | - | - | - |
| 2023 | 3 | 2,923 | $104,807,721 | $41,432,312 | $14,175iApproximate average salary by contribution assumption: employee only about $354,365 at 4% or $236,243 at 6%; with 50% employer match about $236,243 at 4% or $157,495 at 6%; with 100% employer match about $177,182 at 4% or $118,122 at 6%. |
| Fernandez Holdings Inc. 401(K) Plan | - | 2,862 | $103,847,843 | $22,832,300 | $7,978iApproximate average salary by contribution assumption: employee only about $199,444 at 4% or $132,962 at 6%; with 50% employer match about $132,962 at 4% or $88,642 at 6%; with 100% employer match about $99,722 at 4% or $66,481 at 6%. |
| Fernandez Holdings Health Plan | - | 1,855 | $959,878 | $18,600,012 | $10,027iApproximate average salary by contribution assumption: employee only about $250,674 at 4% or $167,116 at 6%; with 50% employer match about $167,116 at 4% or $111,411 at 6%; with 100% employer match about $125,337 at 4% or $83,558 at 6%. |
| Fernandez Holdings Inc. Welfare Benefits Plan | - | 2,923 | - | - | - |
| 2022 | 3 | 2,673 | $76,178,254 | $33,380,241 | $12,488iApproximate average salary by contribution assumption: employee only about $312,198 at 4% or $208,132 at 6%; with 50% employer match about $208,132 at 4% or $138,755 at 6%; with 100% employer match about $156,099 at 4% or $104,066 at 6%. |
| Fernandez Holdings Inc. 401(K) Plan | - | 2,033 | $75,378,640 | $19,176,406 | $9,433iApproximate average salary by contribution assumption: employee only about $235,814 at 4% or $157,209 at 6%; with 50% employer match about $157,209 at 4% or $104,806 at 6%; with 100% employer match about $117,907 at 4% or $78,605 at 6%. |
| Fernandez Holdings Health Plan | - | 1,459 | $799,614 | $14,203,835 | $9,735iApproximate average salary by contribution assumption: employee only about $243,383 at 4% or $162,255 at 6%; with 50% employer match about $162,255 at 4% or $108,170 at 6%; with 100% employer match about $121,692 at 4% or $81,128 at 6%. |
| Fernandez Holdings Inc. Welfare Benefits Plan | - | 2,673 | - | - | - |
| 2021 | 3 | 1,872 | $76,886,737 | $35,915,093 | $19,185iApproximate average salary by contribution assumption: employee only about $479,635 at 4% or $319,757 at 6%; with 50% employer match about $319,757 at 4% or $213,171 at 6%; with 100% employer match about $239,818 at 4% or $159,878 at 6%. |
| Fernandez Holdings Inc. 401(K) Plan | - | 1,754 | $76,210,740 | $24,652,676 | $14,055iApproximate average salary by contribution assumption: employee only about $351,378 at 4% or $234,252 at 6%; with 50% employer match about $234,252 at 4% or $156,168 at 6%; with 100% employer match about $175,689 at 4% or $117,126 at 6%. |
| Fernandez Holdings Health Plan | - | 1,286 | $675,997 | $11,262,417 | $8,758iApproximate average salary by contribution assumption: employee only about $218,943 at 4% or $145,962 at 6%; with 50% employer match about $145,962 at 4% or $97,308 at 6%; with 100% employer match about $109,471 at 4% or $72,981 at 6%. |
| Fernandez Holdings Inc. Welfare Benefits Plan | - | 1,872 | - | - | - |
| 2020 | 3 | 1,568 | $52,098,891 | $22,255,844 | $14,194iApproximate average salary by contribution assumption: employee only about $354,844 at 4% or $236,563 at 6%; with 50% employer match about $236,563 at 4% or $157,709 at 6%; with 100% employer match about $177,422 at 4% or $118,281 at 6%. |
| Fernandez Holdings Inc. 401(K) Plan | - | 1,437 | $51,813,885 | $14,630,813 | $10,181iApproximate average salary by contribution assumption: employee only about $254,537 at 4% or $169,692 at 6%; with 50% employer match about $169,692 at 4% or $113,128 at 6%; with 100% employer match about $127,269 at 4% or $84,846 at 6%. |
| Fernandez Holdings Health Plan | - | 983 | $285,006 | $7,625,031 | $7,757iApproximate average salary by contribution assumption: employee only about $193,922 at 4% or $129,282 at 6%; with 50% employer match about $129,282 at 4% or $86,188 at 6%; with 100% employer match about $96,961 at 4% or $64,641 at 6%. |
| Fernandez Holdings Inc. Welfare Benefits Plan | - | 1,568 | - | - | - |
| 2019 | 3 | 1,006 | $33,182,289 | $7,113,677 | $7,071iApproximate average salary by contribution assumption: employee only about $176,781 at 4% or $117,854 at 6%; with 50% employer match about $117,854 at 4% or $78,569 at 6%; with 100% employer match about $88,391 at 4% or $58,927 at 6%. |
| Fernandez Holdings Inc. 401(K) Plan | - | 1,006 | $32,832,632 | $1,188,432 | $1,181iApproximate average salary by contribution assumption: employee only about $29,534 at 4% or $19,689 at 6%; with 50% employer match about $19,689 at 4% or $13,126 at 6%; with 100% employer match about $14,767 at 4% or $9,845 at 6%. |
| Fernandez Holdings Health Plan | - | 611 | $349,657 | $5,925,245 | $9,698iApproximate average salary by contribution assumption: employee only about $242,440 at 4% or $161,627 at 6%; with 50% employer match about $161,627 at 4% or $107,751 at 6%; with 100% employer match about $121,220 at 4% or $80,813 at 6%. |
| Fernandez Holdings Inc. Welfare Benefits Plan | - | 893 | - | - | - |
| 2018 | 2 | 891 | $152,489 | $4,341,533 | $4,873iApproximate average salary by contribution assumption: employee only about $121,816 at 4% or $81,211 at 6%; with 50% employer match about $81,211 at 4% or $54,141 at 6%; with 100% employer match about $60,908 at 4% or $40,605 at 6%. |
| Fernandez Holdings Health Plan | - | 594 | $152,489 | $4,341,533 | $7,309iApproximate average salary by contribution assumption: employee only about $182,724 at 4% or $121,816 at 6%; with 50% employer match about $121,816 at 4% or $81,211 at 6%; with 100% employer match about $91,362 at 4% or $60,908 at 6%. |
| Fernandez Holdings Inc. Welfare Benefits Plan | - | 891 | - | - | - |
| 2017 | 1 | 475 | $0 | $0 | - |
| Fernandez Holdings Inc. Welfare Benefits Plan | - | 475 | - | - | - |