# Figure Technology Solutions 401(k) Plan
Source: https://planprovider.pro/companies/figure-technology-solutions-401k-plan

> Figure Technology Solutions's 401(k) plan: 423 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Figure Technology Solutions

- **Sponsor EIN:** 824227262

- **Sponsor Address:** 650 CALIFORNIA ST, SAN FRANCISCO, CA, 94108

- **Plan Type:** 401(k)

- **Total Participants:** 423

- **Total Assets:** $18.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|423|$18.0M|$0|$3.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRECEPT ADVISORY GROUP|ADVISOR|$26,955|—|$26,955|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,117|—|$22,117|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,796|—|$5,796|

| FRANK, RIMERMAN & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FRANK, RIMERMAN & CO., LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,868

- **Estimated Expense Ratio:** 0.305% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$54,274|$32,751|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/figure-technology-solutions-401k-plan)

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