Ufg Holdings Llc 401(k) Plan: Login, Facts & Contact Information

Ufg Holdings Llc 401(k) Plan Facts

Plan name
FINANCE OF AMERICA COMPANIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FINANCE OF AMERICA EQUITY CAPITAL LLC · formerly Ufg Holdings Llc
Participants
2,836 (743 active employees)
Former employees with a balance
1,380
Plan assets
$152,177,161 at Dec 31, 2024
Average account balance
$69,646 across 2,185 accounts
Employer contributions
$2,106,234 in plan year 2024 (22% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.50 million went into the plan in contributions, $2.11 million of it from the employer (22%).
  • $44.3 million was paid out to participants.
  • Investment and other income added $19.9 million.
  • Administrative expenses were $207,486, about $95 per account.

How the Ufg Holdings Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,752$151.0 million$7.13 million$18.6 million
20204,375$203.2 million$10.4 million$15.9 million
20215,070$278.2 million$13.2 million$17.1 million
20226,404$209.1 million$10.7 million$70.1 million
20234,554$167.3 million$3.54 million$98.0 million
20242,836$152.2 million$2.11 million$44.3 million

Ufg Holdings Llc 401(k) Contact Information

Phone
877-202-2666
Mailing address
5830 GRANITE PKWY SUITE 400, PLANO TX 75024
Plan sponsor
FINANCE OF AMERICA EQUITY CAPITAL LLC
Employer identification number (EIN)
80-0948242
Plan number
001

Questions about the Ufg Holdings Llc 401(k)

Does Ufg Holdings Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.11 million, 22% of all contributions.

Does the Ufg Holdings Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Ufg Holdings Llc 401(k) plan?

2,836 participants at the start of plan year 2024, 743 of them active employees, and 1,380 former employees who still had money in the plan.

What is the average 401(k) balance at Ufg Holdings Llc?

About $69,646 per account: $152.2 million in plan assets across 2,185 accounts with a balance at the end of plan year 2024.

Who manages the Ufg Holdings Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Ufg Holdings Llc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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