# Loandepot.Com, LLC 401(k) Plan
Source: https://planprovider.pro/companies/loandepot-llc-401k-plan

> Loandepot.Com, LLC's 401(k) plan: 4,828 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Loandepot.Com, LLC

- **Sponsor EIN:** 264599244

- **Sponsor Address:** 6561 IRVINE CENTER DR., IRVINE, CA, 92618

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

- **Total Participants:** 4,828

- **Total Assets:** $397.5M

## 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|4,828|$397.5M|$9.0M|$29.3M|

| 2023|4,471|$376.6M|$2.7M|$28.7M|

| 2022|5,408|$362.0M|$13.9M|$51.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$164,566|—|$164,566|

| ANGELL PENSION GROUP|THIRD PARTY ADMINISTRATOR|$22,870|$90,040|$112,910|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADV/OTHER SERV|$82,500|—|$82,500|

| PENSION ASSURANCE LLP|ACCOUNTANT/AUDITOR|$18,500|—|$18,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,281|—|$7,281|

### 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

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADV/OTHER SERV

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — ACCOUNTANT/AUDITOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $385,757

- **Estimated Expense Ratio:** 0.097% 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|$525,437|$12,870|$1,500|$18,500|—|

| 2023|$1,262,977|$90,000|$1,009,071|—|—|

| 2022|$1,248,128|—|$1,248,128|—|—|

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

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