# Finance Of America Equity Capital LLC 401(k) Plan
Source: https://planprovider.pro/companies/finance-of-america-equity-capital-llc-401k-plan

> Finance Of America Equity Capital LLC's 401(k) plan: 743 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Finance Of America Equity Capital LLC

- **Sponsor EIN:** 800948242

- **Sponsor Address:** 5830 GRANITE PKWY SUITE 400, PLANO, TX, 75024

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

- **Total Participants:** 743

- **Total Assets:** $152.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|743|$152.2M|$2.1M|$6.5M|

| 2023|998|$167.3M|$3.5M|$9.9M|

| 2022|1,972|$209.1M|$10.7M|$30.6M|

## 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|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$207,486|$69,979|—|—|—|

| 2023|$348,537|$69,779|—|—|—|

| 2022|$501,398|$69,730|$431,668|—|—|

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