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Original filing (PDF)20251014191818NAL0001769123001
LOANDEPOT.COM, LLC
Form 5500
FILING_RECEIVED
LOANDEPOT.COM, LLC 401(K) PLAN
401(k) retirement plan
Active participants
4,828
Accounts w/ balance
6,843
Plan assets (EOY)
$397.5M
Net assets (EOY)
$397.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOANDEPOT.COM, LLC.
Plan sponsor
Name
LOANDEPOT.COM, LLC
EIN
26-4599244
Address
6561 IRVINE CENTER DR. · IRVINE, CA · 92618
Phone
(888) 337-6888
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $165K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | 04-2530412 | — | THIRD PARTY ADMINISTRATOR | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT/AUDITOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADV/OTHER SERV | $83K | — |
Investments
31 direct securities· $397.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $40.4M | 10.2% | |
| MFS Growth Fund Class R6 | — | — | — | $40.2M | 10.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $38.2M | 9.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $36.1M | 9.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $35.8M | 9.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $31.8M | 8.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $25.4M | 6.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $23.3M | 5.9% | |
| Franklin Templeton Investments Putnam Large Cap Value Fund Class R6 | — | — | — | $13.8M | 3.5% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account (4060) | — | — | — | $13.1M | 3.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $11.7M | 2.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $10.2M | 2.6% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $9.7M | 2.4% | |
| American Funds American Funds EUPAC Fund Class R-6 | — | — | — | $7.5M | 1.9% | |
| Baird Core Plus Bond Fund Class Institutional | — | — | — | $6.7M | 1.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $6.4M | 1.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $5.4M | 1.4% | |
| JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $5.3M | 1.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $5.3M | 1.3% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $5.2M | 1.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $4.1M | 1.0% | |
| PIMCO RAE US Small Fund Institutional Class | — | — | — | $3.6M | 0.9% | |
| Victory Capital Victory Pioneer Strategic Income Fund Class R6 | — | — | — | $3.0M | 0.8% | |
| American Funds American Funds New World Fund Class R-6 | — | — | — | $2.6M | 0.7% | |
| Victory Capital Victory Sycamore Established Value Fund Class I | — | — | — | $2.6M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $2.4M | 0.6% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $2.4M | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $2.0M | 0.5% | |
| Janus Henderson Janus Henderson Triton Fund Class N | — | — | — | $1.9M | 0.5% | |
| Fidelity Investments Fidelity Investments Money Market Government Class I | — | — | — | $1.2M | 0.3% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $283K | <0.1% |
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