Finance of America Companies 401(k) Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 001Employer EIN 80-0948242
- Participants (2025)
- 2,171
- Net assets (2025)
- $167 million
- Recordkeeper
- EmpowerEarlier: Associated Pension Consultants (2014–2016), John Hancock (2010–2013)
- Plan administrator
- Finance of America Equity Capital LLC
5830 Granite Parkway Suite 400
Plano, TX 75024
(877) 202-2666As filed for 2025 - In effect since
- January 1, 1997
Earlier sponsors: Gateway Funding Diversified Mortgage Services Ltd Partnership (2009–2013); Pinnacle Capital Mortgage Corporation (2014); Finance of America Mortgage LLC (2015–2016); Ufg Holdings LLC (2017–2020).
Earlier plan names: Gateway 401K Plan; Pinnacle Capital Mortgage Corporation 401K Profit Sharing Plan; Finance of America Mortgage LLC 401K Profit Sharing Plan; Ufg Holdings 401(k) Plan.
Year by year, 2009 to 2025
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2025 | 2,171 | $167 million | Empower |
| 2024 | 2,205 | $152 million | Empower |
| 2023 | 2,910 | $167 million | Empower |
| 2022 | 4,535 | $209 million | Empower |
| 2021 | 6,304 | $278 million | Empower |
| 2020 | 4,891 | $203 million | Empower |
| 2019 | 4,232 | $151 million | Empower |
| 2018 | 4,656 | $114 million | Empower |
| 2017 | 4,447 | $98.4 million | Empower |
| 2016 | 1,893 | $30.2 million | Associated Pension Consultants |
| 2015 | 2,020 | $19.6 million | Associated Pension Consultants |
| 2014 | 1,790 | $15.1 million | Associated Pension Consultants |
| 2013 | 611 | $15.1 million | John Hancock |
| 2012 | 658 | $12.4 million | John Hancock |
| 2011 | 726 | $10.2 million | John Hancock |
| 2010 | 795 | $11.4 million | John Hancock |
| 2009 | 769 | $10.9 million | not listed |