Loandepot.Com, Llc 401(k) Plan
Sponsored by Loandepot.Com, Llc · EIN 264599244 · Plan #002
- Total assets
- $397M
- Net assets
- $397M
- Active participants
- 4,828
- With balances
- 6,843
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $164,566 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Other fees | $82,500 |
| Angell Pension Group | Other services, Other fees | $22,870 |
| Pension Assurance Llp | Accounting | $18,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,281 |