Finance of America Equity Capital LLC401(k)
FINANCE OF AMERICA COMPANIES 401(K) PLAN · PLANO, TX · plan year 2022
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Finance of America Equity Capital LLC reported $501,398 in plan administrative expenses for 2022: 0.21% of average plan assets, above the peer median. Employer contributions averaged $5,411 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.21% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 384th-largest of 5,688 plans among Texas employers on file, and the 563rd of 4,798 in finance & insurance. In 2022, employees put in $2.87 for every $1.00 the employer contributed.
Finance of America Equity Capital LLC's 2022 employer contribution ran above the $3,449 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 800948242 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.