Betterment For Business — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Betterment For Business is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $222,417 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $222,417
- Reported indirect compensation
- $0
- Total reported compensation
- $222,417
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Harry'S, Inc. | NY | 1 | $110,972 |
| Transfix | NY | 1 | $62,239 |
| The Saxton Group, LLC | TX | 1 | $49,206 |
State footprint
Plans reporting Betterment For Business are sponsored in NY (2), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Harry'S, Inc. | Harry'S, Inc. 401(K) Plan | 2023 | $110,972 | not reported in the loaded dataset |
| Transfix | Transfix 401(K) Plan | 2023 | $62,239 | not reported in the loaded dataset |
| The Saxton Group, LLC | The Saxton Group 401(K) Plan | 2023 | $49,206 | $0 |