Search public Form 5500 filings

13 results

Companies

companyBetterment Holdings, Inc
EIN: 90-0735456Location: NYPlans: 2Latest: 2023

planBetterment 401(K) Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Betterment Holdings, IncEIN: 90-0735456Plan: 001Participants: 728Assets: $66,757,171Location: New York, NYLatest: 2023
planBetterment Holdings, Inc. Welfare Benefits Plan2023 filing
Sponsor: Betterment Holdings, IncEIN: 90-0735456Plan: 501Participants: 397Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Betterment 401(K) Savings Plan
Sponsor: Betterment Holdings, IncEIN: 90-0735456Plan: 001Ack ID: 20240731125024NAL0036540816001
filing2023 Form 5500 — Betterment Holdings, Inc. Welfare Benefits Plan
Sponsor: Betterment Holdings, IncEIN: 90-0735456Plan: 501Ack ID: 20240729141021NAL0018900865001